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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Abound Wealth Management
Tennessee
$19.7K -$5.45K -63 -20%
RFS
2002
Richardson Financial Services
Massachusetts
$19.6K +$21.3K +246 New
JAM
2003
JCIC Asset Management
Ontario, Canada
$18.8K – – –
FGA
2004
Fortis Group Advisors
New Jersey
$18.4K – – –
KWAG
2005
Kiely Wealth Advisory Group
North Carolina
$18.2K – – –
TCM
2006
Tradewinds Capital Management
Washington
$17.9K – – –
RWM
2007
Rialto Wealth Management
New York
$17.7K +$19.2K +222 New
HCA
2008
Heck Capital Advisors
Wisconsin
$17.7K +$19.2K +222 New
SL
2009
Salomon & Ludwin
Virginia
$17.4K – – –
DFA
2010
DHJJ Financial Advisors
Illinois
$17.2K – – –
LAM
2011
Lummis Asset Management
Texas
$17K – – –
SWA
2012
SOA Wealth Advisors
New York
$16.2K – – –
SA
2013
SRH Advisors
Kansas
$16K -$17.3K -200 -50%
AT
2014
Avalon Trust
New Mexico
$16K – – –
ETS
2015
ESL Trust Services
New York
$16K – – –
FRA
2016
Front Row Advisors
California
$16K – – –
FC
2017
Fairscale Capital
New Hampshire
$15.7K – – –
KB
2018
Kimelman & Baird
New York
$15.3K – – –
USB
2019
Union Savings Bank
Connecticut
$14.8K – – –
T
2020
Transce3nd
Texas
$14.7K +$15.9K +184 New
AG
2021
AmeriFlex Group
Nevada
$14.7K +$13.9K +161 New
MSWM
2022
Mowery & Schoenfeld Wealth Management
Illinois
$14.5K +$15.8K +182 New
SNB
2023
Security National Bank
Nebraska
$14.3K – – –
RWS
2024
Retirement Wealth Solutions
Wisconsin
$13.8K +$14.8K +171 New
GK
2025
Graney & King
New York
$13.8K +$14.9K +172 New
79 80
81
82 83