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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
Claro Advisors
Massachusetts
$210K -$11K -113 -5%
TVM
1952
True Vision MN
Minnesota
$210K – – –
HWMG
1953
Hurlow Wealth Management Group
Indiana
$210K -$13.2K -136 -6%
PRP
1954
Peak Retirement Planning
Ohio
$210K +$212K +2,186 New
WFA
1955
WJ Financial Advisors
Connecticut
$210K -$52.2K -537 -20%
IAS
1956
Integrity Advisory Solutions
Texas
$209K -$33.7K -347 -14%
AWA
1957
Argos Wealth Advisors
California
$209K +$211K +2,177 New
ADMI
1958
Albert D. Mason Inc
Massachusetts
$209K – – –
CCWM
1959
Cassaday & Co Wealth Management
Virginia
$209K +$211K +2,176 New
LF
1960
Lantz Financial
Illinois
$209K +$211K +2,176 New
DAC
1961
Dividend Assets Capital
South Carolina
$209K -$51K -525 -19%
A
1962
Argentarii
Ohio
$209K +$6.22K +64 +3%
PIM
1963
Penobscot Investment Management
Massachusetts
$208K -$194 -2 -0.1%
EB
1964
Emprise Bank
Kansas
$208K -$3.11K -32 -1%
FWP
1965
Fiduciary Wealth Partners
Massachusetts
$208K -$3.5K -36 -2%
BFC
1966
Bedel Financial Consulting
Indiana
$207K -$6.8K -70 -3%
PWA
1967
Physician Wealth Advisors
Utah
$207K -$12.6K -130 -6%
BWP
1968
BSW Wealth Partners
Colorado
$207K -$6.51K -67 -3%
DCU
1969
Dara Capital US
Florida
$207K +$209K +2,150 New
EFG
1970
Ethos Financial Group
Pennsylvania
$206K +$207K +2,132 New
LSL
1971
Legacy Solutions LLC
Pennsylvania
$206K +$209K +2,147 New
WA
1972
WBH Advisory
Maryland
$206K – – –
WF
1973
Wayfinding Financial
Washington
$206K -$5.54K -57 -3%
IA
1974
IAM Advisory
Pennsylvania
$206K +$208K +2,142 New
DWM
1975
Drive Wealth Management
Utah
$205K +$207K +2,128 New
77 78
79
80 81