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Medtronic

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1976
Lloyd Advisory Services
Georgia
$62K +$59.1K +559 New
SWA
1977
SOA Wealth Advisors
New York
$60K
AWM
1978
AllSquare Wealth Management
New York
$59K +$211 +2 +0.4%
SIC
1979
SJS Investment Consulting
Ohio
$59K +$2.85K +27 +5%
FFA
1980
Freedman Financial Associates
Massachusetts
$58K -$2.64K -25 -5%
GIA
1981
Goodwin Investment Advisory
Georgia
$58K -$1.48K -14 -3%
LSA
1982
Lansing Street Advisors
Pennsylvania
$58K +$54.2K +513 New
EC
1983
Estate Counselors
Wisconsin
$56K
ACA
1984
Atlas Capital Advisors
Wyoming
$55.5K -$3.91K -37 -7%
HIM
1985
Hillsdale Investment Management
Ontario, Canada
$54K -$12.8K -121 -20%
TFP
1986
Tilia Fiduciary Partners
North Carolina
$54K
FWM
1987
Focused Wealth Management
New York
$54K +$106 +1 +0.2%
ODG
1988
O'Dell Group
Ohio
$53K -$4.23K -40 -8%
CM
1989
Castleark Management
Illinois
$53K
NF
1990
Norwood Financial
Pennsylvania
$52K
ED
1991
Exane Derivatives
France
$51.5K
CA
1992
Crewe Advisors
Utah
$51K
HA
1993
Herold Advisors
New York
$50K +$47.5K +450 New
IFS
1994
Intelligent Financial Strategies
Minnesota
$50K
MAM
1995
McCarthy Asset Management
California
$50K
SIS
1996
Sound Income Strategies
Florida
$50K +$10.7K +101 +29%
BAM
1997
Baldrige Asset Management
Pennsylvania
$50K +$40K +379 +505%
LF
1998
Lee Financial
Texas
$49K -$137K -1,295 -74%
MW
1999
Milestone Wealth
New York
$48K
TCM
2000
Tradewinds Capital Management
Washington
$48K