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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WealthShield Partners
North Carolina
– -$992K -12,180 Closed
VWM
2002
Venturi Wealth Management
Texas
– -$962K -11,913 Closed
NWM
2003
Northcape Wealth Management
New York
– -$928K -11,494 Closed
MS
2004
Maven Securities
Jersey
– -$816K -10,064 Closed
ETH
2005
Exos TFP Holdings
New York
– -$745K -9,228 Closed
PI
2006
Parkside Investments
Illinois
– -$726K -9,003 Closed
MM
2007
MQS Management
New York
– -$671K -8,305 Closed
BWM
2008
Buckley Wealth Management
Nevada
– -$659K -8,161 Closed
RC
2009
RBF Capital
California
– -$646K -8,000 Closed
VWA
2010
V Wealth Advisors
Kansas
– -$624K -7,727 Closed
HCM
2011
Hodges Capital Management
Texas
– -$611K -7,563 Closed
LWMM
2012
Legacy Wealth Management (Mississippi)
Mississippi
– -$528K -6,538 Closed
WFI
2013
West Family Investments
California
– -$511K -6,333 Closed
PCA
2014
Peddock Capital Advisors
Massachusetts
– -$508K -6,294 Closed
AC
2015
Avestar Capital
New York
– -$493K -6,100 Closed
KLWA
2016
Kelly Lawrence W & Associates
California
– -$484K -6,000 Closed
WHC
2017
Wulff, Hansen & Co
California
– -$441K -5,465 Closed
FRM
2018
Fox Run Management
Connecticut
– -$440K -5,451 Closed
IWMA
2019
Ironwood Wealth Management (Arizona)
Arizona
– -$489K -5,447 Closed
SIA
2020
Schechter Investment Advisors
Michigan
– -$419K -5,187 Closed
DS
2021
DRW Securities
Illinois
– -$411K -5,091 Closed
DI
2022
DAGCO Inc
Ohio
– -$408K -5,056 Closed
CA
2023
Crumly & Associates
Illinois
– -$396K -4,910 Closed
VAM
2024
Verity Asset Management
North Carolina
– -$393K -4,866 Closed
HPWM
2025
Highland Private Wealth Management
Washington
– -$387K -4,793 Closed
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