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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Addison Advisors
Vermont
$19K +$9.15K +79 +77%
RDFA
2002
Ritter Daniher Financial Advisory
Ohio
$18K +$19.7K +170 New
ARMC
2003
American Research & Management Company
Massachusetts
$17K – – –
ST
2004
Sageworth Trust
Pennsylvania
$16K -$21.8K -188 -56%
WPWM
2005
Western Pacific Wealth Management
Illinois
$16K +$18.5K +160 New
FCG
2006
Financial Connections Group
California
$16K +$18.8K +162 New
RK
2007
Rather & Kittrell
Tennessee
$16K +$18.8K +162 New
LWANC
2008
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
AIM
2009
AHL Investment Management
Florida
$15K +$16.8K +145 New
IAG
2010
Investmark Advisory Group
Connecticut
$15K +$16.8K +145 New
RA
2011
Rise Advisors
New York
$14.1K +$15.9K +137 New
AIM
2012
Arcadia Investment Management
Michigan
$14K – – –
RF
2013
Robbins Farley
New Hampshire
$13K -$2.9K -25 -17%
AFS
2014
Annapolis Financial Services
Maryland
$13K +$2.66K +23 +23%
TF
2015
TimeScale Financial
Massachusetts
$12K – – –
SFG
2016
Steward Financial Group
Texas
$12K +$14.5K +125 New
CP
2017
Corbenic Partners
Pennsylvania
$11K -$24.8K -214 -67%
IRAG
2018
Investment Research & Advisory Group
Georgia
$11K – – –
MFM
2019
MD Financial Management
Ontario, Canada
$11K – – –
RG
2020
Retirement Group
California
$11K +$12K +104 New
PP
2021
PFS Partners
New Jersey
$10.7K +$11.9K +103 New
AA
2022
AlphaMark Advisors
Kentucky
$10K – – –
TJHA
2023
Thomas J. Herzfeld Advisors
Florida
$10K +$1.62K +14 +17%
RI
2024
Rinkey Investments
California
$10K +$11.6K +100 New
HF
2025
Halpern Financial
Virginia
$9.83K -$14K -121 -56%
79 80
81
82 83