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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2001
WFA Asset Management
Wisconsin
$3.94K – – –
CAM
2002
Clarity Asset Management
Iowa
$3.02K – – –
FCG
2003
Financial Connections Group
California
$3K +$3.28K +40 New
RWM
2004
Ruedi Wealth Management
Illinois
$2.91K – – –
FG
2005
Fairman Group
Pennsylvania
$2.86K – – –
TWD
2006
True Wealth Design
Ohio
$2.36K +$656 +8 +36%
AP
2007
Aspect Partners
Virginia
$2.36K – – –
MWA
2008
MFA Wealth Advisors
Pennsylvania
$2.36K +$2.46K +30 New
GJWM
2009
Gilliland Jeter Wealth Management
Arkansas
$2.2K – – –
NCM
2010
Northwest Capital Management
Oregon
$2.2K – – –
SWP
2011
SIMA Wealth Partners
Virginia
$2.13K +$2.21K +27 New
C
2012
Covestor
United Kingdom
$2K -$82 -1 -3%
VWA
2013
Valued Wealth Advisors
Utah
$1.83K -$656 -8 -26%
DMIC
2014
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.81K -$2.21K -27 -54%
GFPC
2015
Global Financial Private Client
Florida
$1.73K -$5.74K -70 -76%
PPA
2016
Painted Porch Advisors
California
$1.73K +$1.8K +22 New
UFF
2017
USA Financial Formulas
Michigan
$1.34K – – –
OLVIG
2018
Oliver Lagore Vanvalin Investment Group
Michigan
$1.18K -$2.54K -31 -67%
CJ
2019
Caitlin John
Michigan
$904 -$6.23K -76 -87%
FGAM
2020
Financial Gravity Asset Management
Texas
$787 -$8.77K -107 -91%
BCPWM
2021
Bradley & Co Private Wealth Management
Florida
$787 – – –
WPA
2022
West Paces Advisors
Georgia
$787 – – –
LWA
2023
Lowe Wealth Advisors
Maryland
$708 – – –
ZRP
2024
Zynergy Retirement Planning
New Jersey
$708 +$738 +9 New
CAM
2025
ClariVest Asset Management
California
$635 +$410 +5 +167%
79 80
81
82 83