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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2001
Retirement Group
California
$14.9K +$12.2K +143 +511%
RDFA
2002
Ritter Daniher Financial Advisory
Ohio
$14.8K – – –
RTL
2003
Red Tortoise LLC
Georgia
$14.1K – – –
AA
2004
AlphaMark Advisors
Kentucky
$13K +$4.27K +50 +50%
TSWM
2005
Tyler-Stone Wealth Management
Ohio
$12.9K – – –
FWA
2006
FSC Wealth Advisors
New York
$12.8K -$85 -1 -0.7%
CAM
2007
Creekmur Asset Management
Illinois
$12.6K +$2.48K +29 +25%
IHWM
2008
Iron Horse Wealth Management
Iowa
$12.6K -$41K -480 -77%
SC
2009
Stephens Consulting
Michigan
$12.2K – – –
KFP
2010
Keener Financial Planning
Texas
$12K +$11.1K +130 New
MSG
2011
Main Street Group
Virginia
$11.8K +$4.01K +47 +53%
BWP
2012
Baldwin Wealth Partners
Massachusetts
$11.5K -$198K -2,325 -95%
PAG
2013
Paladin Advisory Group
Iowa
$11.5K – – –
OPTFSNA
2014
Old Point Trust & Financial Services N A
Virginia
$11.2K – – –
SWM
2015
Sanctuary Wealth Management
Idaho
$11.2K +$10.2K +119 +1,322%
GIS
2016
Grayhawk Investment Strategies
Alberta, Canada
$11.1K – – –
IWP
2017
IAG Wealth Partners
Wisconsin
$11K +$85 +1 +0.8%
MIA
2018
MeadowBrook Investment Advisors
Michigan
$10.8K -$17.1K -200 -62%
FGAM
2019
Financial Gravity Asset Management
Texas
$10.2K -$85 -1 -0.8%
TCG
2020
Transcendent Capital Group
Oklahoma
$10K – – –
PP
2021
PFS Partners
New Jersey
$9.66K +$85 +1 +0.9%
MWM
2022
Mascoma Wealth Management
New Hampshire
$9.59K – – –
IRAG
2023
Investment Research & Advisory Group
Georgia
$9.5K – – –
PCM
2024
Penserra Capital Management
California
$9K -$516K -6,048 -98%
CIAS
2025
CBIZ Investment Advisory Services
Ohio
$8.78K +$8.53K +100 New
79 80
81
82 83