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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1976
Sanctuary Wealth Management
Idaho
$9.37K -$738 -9 -7%
TCG
1977
Transcendent Capital Group
Oklahoma
$9.05K – – –
PCM
1978
Penserra Capital Management
California
$9K – – –
AW
1979
Avion Wealth
Texas
$9K +$4.02K +49 +65%
PP
1980
PFS Partners
New Jersey
$8.8K +$82 +1 +0.9%
MWM
1981
Mascoma Wealth Management
New Hampshire
$8.66K – – –
IRAG
1982
Investment Research & Advisory Group
Georgia
$8.58K – – –
CIAS
1983
CBIZ Investment Advisory Services
Ohio
$8.01K +$82 +1 +1%
CAM
1984
Creekmur Asset Management
Illinois
$7.87K -$3.69K -45 -31%
BFS
1985
Burkett Financial Services
South Carolina
$7.87K – – –
AWM
1986
Atticus Wealth Management
Florida
$7.71K – – –
HF
1987
Halpern Financial
Virginia
$7.48K – – –
CMBA
1988
C.M. Bidwell & Associates
Hawaii
$7.16K – – –
NMM
1989
Naples Money Management
Florida
$6.48K – – –
GI
1990
GS Investments
Minnesota
$6.45K – – –
HB
1991
Horizon Bancorp
Indiana
$6K – – –
BBPWM
1992
Blue Bell Private Wealth Management
Pennsylvania
$5.83K – – –
SWM
1993
Sugarloaf Wealth Management
Georgia
$5.7K – – –
SAG
1994
Spotlight Asset Group
Illinois
$5.12K – – –
DPW
1995
DiNuzzo Private Wealth
Pennsylvania
$5.04K +$820 +10 +19%
PIS
1996
POM Investment Strategies
North Carolina
$4.8K +$2.29K +28 +85%
SHIM
1997
Stone House Investment Management
Pennsylvania
$4.72K – – –
ACM
1998
Anfield Capital Management
California
$4.41K – – –
CSWM
1999
Cassady Schiller Wealth Management
Ohio
$4.33K -$23.4K -286 -84%
CMA
2000
Cedar Mountain Advisors
Oregon
$3.94K -$1.31K -16 -24%
78 79
80
81 82