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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1976
Fortitude Family Office
Arizona
$24.8K +$22.9K +301 New
RWM
1977
Raffa Wealth Management
District of Columbia
$24.7K – – –
GCM
1978
Gables Capital Management
Florida
$23.8K – – –
CPG
1979
Cornerstone Planning Group
New Jersey
$23.3K -$3.43K -45 -14%
AWM
1980
Able Wealth Management
New Jersey
$22.4K +$20.7K +272 New
ME
1981
McIlrath & Eck
Washington
$20.7K +$5.18K +68 +37%
WAM
1982
WFA Asset Management
Wisconsin
$20.6K -$4.95K -65 -21%
BHWM
1983
Beaird Harris Wealth Management
Texas
$19.9K +$18.4K +242 New
JAM
1984
JCIC Asset Management
Ontario, Canada
$19.4K – – –
TCA
1985
Trifecta Capital Advisors
Illinois
$17.9K -$610 -8 -4%
DFA
1986
DHJJ Financial Advisors
Illinois
$17.7K – – –
TCM
1987
Tradewinds Capital Management
Washington
$17.5K – – –
LAM
1988
Lummis Asset Management
Texas
$17.5K +$16.2K +213 New
KWAG
1989
Kiely Wealth Advisory Group
North Carolina
$17.2K +$15.2K +200 New
HFS
1990
HBC Financial Services
Washington
$17K +$152 +2 +1%
SWA
1991
SOA Wealth Advisors
New York
$17K – – –
CPA
1992
Clear Point Advisors
New York
$16.9K +$15.6K +205 New
FRA
1993
Front Row Advisors
California
$16.6K -$42.5K -557 -74%
AT
1994
Avalon Trust
New Mexico
$16.5K – – –
RFG
1995
RFP Financial Group
Georgia
$15.4K +$14.3K +187 New
RDFA
1996
Ritter Daniher Financial Advisory
Ohio
$14K – – –
AW
1997
Avion Wealth
Texas
$14K +$4.72K +62 +56%
RTL
1998
Red Tortoise LLC
Georgia
$13.3K -$11.1K -146 -47%
QL
1999
Quarry LP
New York
$12.9K -$8.38K -110 -41%
TIM
2000
Tortoise Investment Management
New York
$12.7K +$76 +1 +0.6%
78 79
80
81 82