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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2001
Moser Wealth Advisors
Washington
$6K – – –
HFM
2002
Hartford Financial Management
Connecticut
$5K -$68.1K -672 -92%
FA
2003
Fortis Advisors
Pennsylvania
$5K – – –
BC
2004
Burleson & Co
California
$5K +$1.01K +10 +20%
DFCM
2005
Dark Forest Capital Management
Puerto Rico
$5K +$5.78K +57 New
WWMSC
2006
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$6.08K +60 New
MBFW
2007
Morton Brown Family Wealth
Pennsylvania
$5K +$6.18K +61 New
CTB
2008
Country Trust Bank
Illinois
$4K – – –
SWM
2009
Selective Wealth Management
Virginia
$4K – – –
CWM
2010
Cedar Wealth Management
California
$3K – – –
JIR
2011
James Investment Research
Ohio
$3K – – –
GWMIA
2012
Global Wealth Management Investment Advisory
Florida
$3K +$2.94K +29 New
CAC
2013
Certified Advisory Corp
Florida
$2K -$19.5K -192 -90%
ACK
2014
Andrew C. Karlinski
$2K – – –
SPWM
2015
Spartan Planning & Wealth Management
North Carolina
$2K – – –
TWP
2016
TFO Wealth Partners
Ohio
$2K +$1.82K +18 New
NMG
2017
New Millennium Group
Utah
$2K +$2.13K +21 New
WIM
2018
Westside Investment Management
California
$1.19K -$29.9K -295 -2%
VCM
2019
Versant Capital Management
Arizona
$1K -$3.04K -30 -71%
MAM
2020
Marquette Asset Management
Minnesota
$1K -$101 -1 -14%
LWA
2021
Lowe Wealth Advisors
Maryland
$1K – – –
ED
2022
Exane Derivatives
France
$269 -$46.7K -461 -99%
CCM
2023
Camber Capital Management
Massachusetts
– -$55.5M -500,000 Closed
RCAMU
2024
Rothschild & Co Asset Management US
Connecticut
– -$55.4M -499,533 Closed
PWAG
2025
Polaris Wealth Advisory Group
California
– -$41.9M -372,983 Closed
79 80
81
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