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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1951
Rossby Financial
Florida
$211K +$10.4K +107 +5%
CA
1952
Claro Advisors
Massachusetts
$210K -$11K -113 -5%
TVM
1953
True Vision MN
Minnesota
$210K – – –
HWMG
1954
Hurlow Wealth Management Group
Indiana
$210K -$13.2K -136 -6%
PRP
1955
Peak Retirement Planning
Ohio
$210K +$212K +2,186 New
WFA
1956
WJ Financial Advisors
Connecticut
$210K -$52.2K -537 -20%
IAS
1957
Integrity Advisory Solutions
Texas
$209K -$33.7K -347 -14%
AWA
1958
Argos Wealth Advisors
California
$209K +$211K +2,177 New
ADMI
1959
Albert D. Mason Inc
Massachusetts
$209K – – –
CCWM
1960
Cassaday & Co Wealth Management
Virginia
$209K +$211K +2,176 New
LF
1961
Lantz Financial
Illinois
$209K +$211K +2,176 New
DAC
1962
Dividend Assets Capital
South Carolina
$209K -$51K -525 -19%
A
1963
Argentarii
Ohio
$209K +$6.22K +64 +3%
PIM
1964
Penobscot Investment Management
Massachusetts
$208K -$194 -2 -0.1%
EB
1965
Emprise Bank
Kansas
$208K -$3.11K -32 -1%
FWP
1966
Fiduciary Wealth Partners
Massachusetts
$208K -$3.5K -36 -2%
BFC
1967
Bedel Financial Consulting
Indiana
$207K -$6.8K -70 -3%
PWA
1968
Physician Wealth Advisors
Utah
$207K -$12.6K -130 -6%
BWP
1969
BSW Wealth Partners
Colorado
$207K -$6.51K -67 -3%
DCU
1970
Dara Capital US
Florida
$207K +$209K +2,150 New
EFG
1971
Ethos Financial Group
Pennsylvania
$206K +$207K +2,132 New
LSL
1972
Legacy Solutions LLC
Pennsylvania
$206K +$209K +2,147 New
WA
1973
WBH Advisory
Maryland
$206K – – –
WF
1974
Wayfinding Financial
Washington
$206K -$5.54K -57 -3%
IA
1975
IAM Advisory
Pennsylvania
$206K +$208K +2,142 New
77 78
79
80 81