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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2001
Vigilare Wealth Management
Arizona
– -$263K -2,925 Closed
WA
2002
WBH Advisory
Maryland
– -$257K -2,887 Closed
FSA
2003
Franklin Street Advisors
North Carolina
– -$254K -2,833 Closed
WPP
2004
Whalerock Point Partners
Rhode Island
– -$254K -2,830 Closed
CICI
2005
Capital Investment Counsel Inc
North Carolina
– -$245K -2,727 Closed
MPCG
2006
Matrix Private Capital Group
New York
– -$241K -2,668 Closed
SS
2007
Sunbelt Securities
Texas
– -$239K -2,662 Closed
MCM
2008
Maryland Capital Management
Maryland
– -$234K -2,612 Closed
WP
2009
WMS Partners
Maryland
– -$233K -2,599 Closed
RSVP
2010
Ramsay Stattman Vela & Price
Colorado
– -$230K -2,563 Closed
CC
2011
Chicago Capital
Illinois
– -$228K -2,541 Closed
RFN
2012
Redwood Financial Network
Ohio
– -$226K -2,521 Closed
DA
2013
DSC Advisors
Illinois
– -$226K -2,519 Closed
CG
2014
Cynosure Group
Utah
– -$225K -2,512 Closed
NB
2015
Nicolet Bankshares
Wisconsin
– -$225K -2,507 Closed
CCFCSB
2016
Cape Cod Five Cents Savings Bank
Massachusetts
– -$223K -2,488 Closed
FDS
2017
Freedom Day Solutions
Texas
– -$223K -2,483 Closed
OWA
2018
Octavia Wealth Advisors
Ohio
– -$226K -2,481 Closed
CA
2019
Claris Advisors
Missouri
– -$222K -2,475 Closed
SLG
2020
Stanley-Laman Group
Pennsylvania
– -$222K -2,471 Closed
HFAS
2021
Hummer Financial Advisory Services
Illinois
– -$220K -2,432 Closed
SICM
2022
Sustainable Insight Capital Management
New York
– -$218K -2,400 Closed
RCS
2023
Retirement Capital Strategies
California
– -$215K -2,390 Closed
CWP
2024
Curated Wealth Partners
California
– -$215K -2,381 Closed
CT
2025
Columbia Trust
Oregon
– -$213K -2,374 Closed
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81
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