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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1976
WFA Asset Management
Wisconsin
$26.4K – – –
TIM
1977
Tortoise Investment Management
New York
$26.3K +$8.61K +100 +50%
DMKJ
1978
David M. Knott Jr
$26K – – –
FCMT
1979
Founders Capital Management (Texas)
Texas
$25.6K – – –
GCM
1980
Gables Capital Management
Florida
$25.5K – – –
IFAM
1981
Institutional & Family Asset Management
Colorado
$25.4K -$1.03K -12 -4%
FSWA
1982
Financial Synergies Wealth Advisors
Texas
$24.9K -$6.2K -72 -20%
KC
1983
Kenfarb & Co
Kentucky
$24.8K – – –
CAC
1984
Certified Advisory Corp
Florida
$23.6K -$9.99K -116 -30%
IPW
1985
Impact Partnership Wealth
Georgia
$23.3K +$22.8K +265 New
TJHA
1986
Thomas J. Herzfeld Advisors
Florida
$23.1K -$1.38K -16 -6%
SIS
1987
Strategic Investment Solutions
Illinois
$23K -$25.8K -300 -52%
AWM
1988
Abound Wealth Management
Tennessee
$22.9K -$7.92K -92 -26%
SHIM
1989
Stone House Investment Management
Pennsylvania
$22.2K +$17.2K +200 +385%
RFA
1990
Register Financial Advisors
Georgia
$21.8K -$6.2K -72 -23%
SIC
1991
SJS Investment Consulting
Ohio
$21.8K +$603 +7 +3%
MAM
1992
Marquette Asset Management
Minnesota
$21.5K +$21K +244 New
SFG
1993
Steward Financial Group
Texas
$21K +$10.2K +118 +97%
JAM
1994
JCIC Asset Management
Ontario, Canada
$20.7K – – –
RDFA
1995
Ritter Daniher Financial Advisory
Ohio
$20.3K +$5.17K +60 +35%
OPTFSNA
1996
Old Point Trust & Financial Services N A
Virginia
$18.9K +$18.5K +215 New
TCM
1997
Tradewinds Capital Management
Washington
$18.8K – – –
SWA
1998
SOA Wealth Advisors
New York
$18.1K – – –
MWM
1999
Mascoma Wealth Management
New Hampshire
$18.1K -$7.92K -92 -29%
ACM
2000
Antonetti Capital Management
Florida
$17.6K -$4.3K -50 -20%
78 79
80
81 82