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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2001
Baldwin Wealth Partners
Massachusetts
$11.3K -$1.18K -14 -10%
PWMG
2002
Private Wealth Management Group
New Jersey
$11.3K – – –
MIA
2003
MeadowBrook Investment Advisors
Michigan
$11.2K – – –
AW
2004
Avion Wealth
Texas
$11K +$84 +1 +0.8%
WOSD
2005
WFA of San Diego
California
$10.8K – – –
SWM
2006
Sanctuary Wealth Management
Idaho
$10.7K – – –
TCG
2007
Transcendent Capital Group
Oklahoma
$10.4K – – –
PP
2008
PFS Partners
New Jersey
$10.2K +$84 +1 +0.9%
IRAG
2009
Investment Research & Advisory Group
Georgia
$9.81K – – –
NMM
2010
Naples Money Management
Florida
$9.81K +$2.1K +25 +30%
GCM
2011
Gables Capital Management
Florida
$9.27K -$15.6K -186 -64%
BFS
2012
Burkett Financial Services
South Carolina
$9K – – –
CAM
2013
Creekmur Asset Management
Illinois
$9K – – –
APW
2014
Atlantic Private Wealth
North Carolina
$9K +$8.41K +100 New
FIM
2015
FWL Investment Management
Texas
$9K +$8.41K +100 New
PAI
2016
Pittenger & Anderson Inc
Nebraska
$9K +$8.41K +100 New
PCM
2017
Penserra Capital Management
California
$9K – – –
SC
2018
Swan Capital
Florida
$8.64K -$22.7K -270 -74%
HF
2019
Halpern Financial
Virginia
$8.47K – – –
PCWA
2020
Pacific Capital Wealth Advisors
California
$8.28K -$17.1K -203 -69%
AWM
2021
Atticus Wealth Management
Florida
$8.1K -$673 -8 -8%
CJ
2022
Caitlin John
Michigan
$7.96K +$6.65K +79 +718%
FDCP
2023
Foster Dykema Cabot & Partners
Massachusetts
$7.62K +$7.07K +84 New
GI
2024
GS Investments
Minnesota
$7.38K – – –
HBW
2025
Hazlett, Burt & Watson
West Virginia
$7K -$36.6K -435 -85%
79 80
81
82 83