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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2001
Buck Wealth Strategies
Colorado
$22.2K +$22.9K +284 New
RWM
2002
Raffa Wealth Management
District of Columbia
$22.1K -$1.21K -15 -5%
MS
2003
Monetary Solutions
Ohio
$21.7K – – –
MAM
2004
Meeder Asset Management
Ohio
$21.5K -$28.9K -358 -57%
BC
2005
Barrett & Company
Rhode Island
$21.5K +$22.2K +275 New
AIM
2006
Axiom Investment Management
New York
$20.6K -$47.1K -584 -69%
DIP
2007
DT Investment Partners
Pennsylvania
$20.4K -$36.9K -457 -64%
JAM
2008
JCIC Asset Management
Ontario, Canada
$20.4K – – –
LAM
2009
Lummis Asset Management
Texas
$19.8K +$807 +10 +4%
MAM
2010
Marquette Asset Management
Minnesota
$19.6K +$2.98K +37 +17%
BW
2011
Basepoint Wealth
Iowa
$19.4K -$7.1K -88 -26%
FGA
2012
Fortis Group Advisors
New Jersey
$19.2K +$1.21K +15 +7%
CB
2013
Centennial Bank
Arkansas
$19.1K – – –
RJA
2014
Ross\Johnson & Associates
Minnesota
$18.6K – – –
AA
2015
Addison Advisors
Vermont
$18.4K -$176K -2,177 -90%
WSCM
2016
Wellington Shields Capital Management
New York
$18.3K -$16.1K -200 -46%
BFS
2017
Bare Financial Services
Pennsylvania
$18.2K +$5.65K +70 +43%
CFM
2018
Cornerstone Financial Management
Massachusetts
$17.9K +$3.15K +39 +21%
TCM
2019
Tradewinds Capital Management
Washington
$17.5K -$2.82K -35 -14%
EF
2020
Entrust Financial
Pennsylvania
$17.4K – – –
DF
2021
DecisionPoint Financial
Arizona
$17.4K -$645 -8 -4%
MAS
2022
MPWM Advisory Solutions
Georgia
$17.3K -$8.07K -100 -31%
VR
2023
Vision Retirement
New Jersey
$17.3K – – –
FFO
2024
Fortitude Family Office
Arizona
$16.9K -$2.66K -33 -13%
ASCM
2025
Adkins Seale Capital Management
Louisiana
$16.4K – – –
79 80
81
82 83