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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1976
Stonebridge Financial Planning Group
Florida
$31K – – –
TC
1977
Trust Company
Kansas
$31K – – –
CFG
1978
CKW Financial Group
Hawaii
$30K -$5.79K -50 -17%
ETC
1979
Exchange Traded Concepts
Oklahoma
$30K +$232 +2 +0.7%
MWM
1980
Mascoma Wealth Management
New Hampshire
$29K +$926 +8 +3%
VRM
1981
Vectors Research Management
New York
$29K +$4.63K +40 +17%
KC
1982
Kenfarb & Co
Kentucky
$29K +$32.5K +281 New
SWM
1983
Selective Wealth Management
Virginia
$28K – – –
CWM
1984
Curi Wealth Management
North Carolina
$27K +$30.3K +262 New
PG
1985
Proffitt & Goodson
Tennessee
$26K – – –
DHGWA
1986
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K +$27.7K +239 New
PWC
1987
PYA Waltman Capital
Tennessee
$25K +$27.9K +241 New
HS
1988
Horan Securities
United States
$25K +$28.1K +243 New
ME
1989
McIlrath & Eck
Washington
$24K -$6.83K -59 -21%
JAM
1990
JCIC Asset Management
Ontario, Canada
$24K – – –
RCC
1991
Red Cedar Capital
Nebraska
$24K – – –
TIM
1992
Tortoise Investment Management
New York
$24K +$9.38K +81 +53%
FCMT
1993
Founders Capital Management (Texas)
Texas
$23K – – –
AIP
1994
Ahrens Investment Partners
Louisiana
$21K +$23.3K +201 New
BBPWM
1995
Blue Bell Private Wealth Management
Pennsylvania
$21K +$24K +207 New
AWA
1996
Artemis Wealth Advisors
New York
$20.3K – – –
IWP
1997
IAG Wealth Partners
Wisconsin
$20K – – –
HFA
1998
HC Financial Advisors
California
$19K -$23.4K -202 -52%
RTC
1999
Riverview Trust Company
Washington
$19K – – –
GCM
2000
Gladius Capital Management
Illinois
$19K +$5.09K +44 +33%
78 79
80
81 82