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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1976
LifeSteps Financial
California
$26.8K +$26.2K +307 New
GCM
1977
Gables Capital Management
Florida
$25.2K – – –
RWM
1978
Raffa Wealth Management
District of Columbia
$25.1K -$1.02K -12 -4%
FSWA
1979
Financial Synergies Wealth Advisors
Texas
$24.1K +$21.6K +253 +1,054%
HGERS
1980
Householder Group Estate & Retirement Specialist
Arizona
$23.9K -$209K -2,453 -90%
TIM
1981
Tortoise Investment Management
New York
$23.5K +$9.81K +115 +74%
GGI
1982
Godsey & Gibb Inc
Virginia
$22.7K -$20.4K -239 -48%
AWM
1983
Abound Wealth Management
Tennessee
$22.5K -$7.17K -84 -25%
SIC
1984
SJS Investment Consulting
Ohio
$22.4K -$19.8K -232 -47%
RFS
1985
Richardson Financial Services
Massachusetts
$22K +$21.6K +253 New
RFG
1986
RFP Financial Group
Georgia
$21.4K +$5.04K +59 +32%
CPG
1987
Cornerstone Planning Group
New Jersey
$21.4K -$1.71K -20 -7%
JAM
1988
JCIC Asset Management
Ontario, Canada
$20.5K – – –
FGA
1989
Fortis Group Advisors
New Jersey
$20K -$19.6K -230 -50%
TCA
1990
Trifecta Capital Advisors
Illinois
$18.9K – – –
DFA
1991
DHJJ Financial Advisors
Illinois
$18.7K – – –
LAM
1992
Lummis Asset Management
Texas
$18.6K – – –
TCM
1993
Tradewinds Capital Management
Washington
$18.6K – – –
SWA
1994
SOA Wealth Advisors
New York
$18K – – –
CPA
1995
Clear Point Advisors
New York
$17.9K – – –
AT
1996
Avalon Trust
New Mexico
$17.4K – – –
ETS
1997
ESL Trust Services
New York
$17.4K +$17.1K +200 New
KWAG
1998
Kiely Wealth Advisory Group
North Carolina
$16.1K – – –
HFS
1999
HBC Financial Services
Washington
$16K +$256 +3 +1%
SNB
2000
Security National Bank
Nebraska
$15.6K +$6.74K +79 +79%
78 79
80
81 82