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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
2001
Core Wealth Advisors (Florida)
Florida
$9K – – –
MWA
2002
Moser Wealth Advisors
Washington
$9K +$9.06K +70 New
SCA
2003
Stuart Chaussee & Associates
California
$8K – – –
SWM
2004
Sugarloaf Wealth Management
Georgia
$8K – – –
CMA
2005
Cedar Mountain Advisors
Oregon
$8K +$8.15K +63 New
CWM
2006
Cranbrook Wealth Management
Michigan
$8K +$8.41K +65 New
CFN
2007
Cordasco Financial Network
Florida
$7K – – –
FA
2008
Fortis Advisors
Pennsylvania
$7K – – –
RBC
2009
Roble Belko & Company
Pennsylvania
$7K – – –
TFGT
2010
TS Financial Group (TSFG)
Illinois
$7K – – –
GKWIM
2011
Gerber Kawasaki Wealth & Investment Management
California
$7K +$906 +7 New
NFSG
2012
Newbridge Financial Services Group
Florida
$6K -$12.9K -100 -67%
CS
2013
Candriam SCA
Luxembourg
$6K +$1.81K +14 +38%
LIM
2014
Longfellow Investment Management
Massachusetts
$5K – – –
MAM
2015
Marquette Asset Management
Minnesota
$5K +$4.66K +36 New
SMG
2016
Spectrum Management Group
Indiana
$5K +$5.31K +41 New
IPW
2017
IronBridge Private Wealth
Texas
$3K – – –
PCA
2018
Providence Capital Advisors
North Carolina
$3K – – –
CAC
2019
Certified Advisory Corp
Florida
$3K +$2.85K +22 New
MFA
2020
McClarren Financial Advisors
Pennsylvania
$2K – – –
SFA
2021
Semmax Financial Advisors
North Carolina
$2K – – –
FWM
2022
Filbrandt Wealth Management
Wisconsin
$2K +$2.33K +18 New
WIM
2023
Westside Investment Management
California
$1.53K -$36.2K -280 -2%
LWA
2024
Lowe Wealth Advisors
Maryland
$1K – – –
SSC
2025
Syverson Strege & Co
Iowa
$1K – – –
79 80
81
82 83