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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFM
1926
MD Financial Management
Ontario, Canada
$12K +$11.6K +105 New
HF
1927
Halpern Financial
Virginia
$11.1K – – –
AA
1928
Addison Advisors
Vermont
$11K +$10.5K +95 New
CL
1929
COWA LLC
Oklahoma
$10K +$9.25K +84 New
CWAF
1930
Core Wealth Advisors (Florida)
Florida
$9K – – –
MAWCM
1931
Mine & Arao Wealth Creation & Management
California
$9K – – –
TJHA
1932
Thomas J. Herzfeld Advisors
Florida
$9K – – –
MF
1933
Manchester Financial
California
$8K – – –
SWM
1934
Sugarloaf Wealth Management
Georgia
$8K – – –
CFN
1935
Cordasco Financial Network
Florida
$7K – – –
HGWM
1936
Harvest Group Wealth Management
Massachusetts
$6K – – –
SSWG
1937
Seven Springs Wealth Group
Tennessee
$6K +$5.28K +48 New
FA
1938
Fortis Advisors
Pennsylvania
$6K +$6.05K +55 New
BAM
1939
Bellevue Asset Management
Washington
$5K – – –
CIA
1940
CSat Investment Advisory
Michigan
$4K -$769K -6,985 -100%
CS
1941
Candriam SCA
Luxembourg
$4K -$771 -7 -16%
TFGT
1942
TS Financial Group (TSFG)
Illinois
$4K -$440 -4 -11%
RBC
1943
Roble Belko & Company
Pennsylvania
$4K – – –
GWMIA
1944
Global Wealth Management Investment Advisory
Florida
$4K +$1.1K +10 +36%
MIM
1945
Merrion Investment Management
New Jersey
$4K +$3.41K +31 New
TI
1946
tru Independence
Oregon
$3.54K +$65.4K +594 +13%
UFF
1947
USA Financial Formulas
Michigan
$3K -$220 -2 -8%
APC
1948
Aspire Private Capital
North Carolina
$3K – – –
SFA
1949
Semmax Financial Advisors
North Carolina
$2K – – –
ADIM
1950
Alpha DNA Investment Management
Maryland
$2K +$2.09K +19 New
76 77
78
79 80