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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2001
HBC Financial Services
Washington
$17K +$172 +2 +1%
ME
2002
McIlrath & Eck
Washington
$16.1K -$10.1K -117 -39%
ODG
2003
O'Dell Group
Ohio
$15.3K +$15K +174 New
PAG
2004
Paladin Advisory Group
Iowa
$15K – – –
HCM
2005
Hollencrest Capital Management
California
$14K -$15.1K -175 -52%
NC
2006
NewSquare Capital
Pennsylvania
$13.4K +$6.63K +77 +103%
CWA
2007
Clearview Wealth Advisors
Oregon
$13K -$6.11K -71 -32%
KFP
2008
KB Financial Partners
New Jersey
$13K -$672K -7,804 -98%
TSWM
2009
Tyler-Stone Wealth Management
Ohio
$13K +$12.7K +148 New
RWPA
2010
Richard W. Paul & Associates
Michigan
$12.9K -$258 -3 -2%
VCM
2011
Versant Capital Management
Arizona
$12.8K +$4.48K +52 +56%
FFA
2012
Fairfield Financial Advisors
Massachusetts
$12.3K – – –
SC
2013
Stephens Consulting
Michigan
$12.3K – – –
GIS
2014
Grayhawk Investment Strategies
Alberta, Canada
$11.2K – – –
HB
2015
Horizon Bancorp
Indiana
$11K – – –
IWP
2016
IAG Wealth Partners
Wisconsin
$10.8K -$16K -186 -60%
BBPWM
2017
Blue Bell Private Wealth Management
Pennsylvania
$10.7K – – –
WOSD
2018
WFA of San Diego
California
$10.6K +$10.3K +120 New
TF
2019
TimeScale Financial
Massachusetts
$10.5K – – –
WBC
2020
West Branch Capital
Massachusetts
$10.1K -$2.15K -25 -18%
PFG
2021
Piershale Financial Group
Illinois
$9.6K -$4.91K -57 -34%
IRAG
2022
Investment Research & Advisory Group
Georgia
$9.6K – – –
OLVIG
2023
Oliver Lagore Vanvalin Investment Group
Michigan
$9.52K -$7.06K -82 -43%
PP
2024
PFS Partners
New Jersey
$9.52K +$86 +1 +0.9%
AA
2025
AlphaMark Advisors
Kentucky
$9K – – –
79 80
81
82 83