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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2001
BOK Financial Private Wealth
Colorado
$48.4K +$47.2K +528 +8,800%
HFM
2002
Hartford Financial Management
Connecticut
$47.5K – – –
SCB
2003
Saudi Central Bank
Saudi Arabia
$45.4K +$45.2K +505 New
CCC
2004
Chelsea Counsel Company
California
$45.3K – – –
BWM
2005
Bullock Wealth Management
Indiana
$45.1K -$8.95K -100 -16%
DWA
2006
Dougherty Wealth Advisers
Minnesota
$44.9K – – –
PP
2007
Pingora Partners
Wyoming
$44.9K – – –
BCMLT
2008
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.9K +$14K +157 +46%
LC
2009
Lavaca Capital
Texas
$44.2K – – –
ME
2010
McIlrath & Eck
Washington
$43.2K +$6.35K +71 +17%
FFA
2011
Frazier Financial Advisors
Ohio
$42.8K +$1.7K +19 +4%
CFS
2012
CGC Financial Services
Oregon
$42.6K – – –
POIA
2013
Pin Oak Investment Advisors
Texas
$42K – – –
FAI
2014
Fiduciary Advisors Inc
Missouri
$40.7K – – –
RFG
2015
REAP Financial Group
Texas
$40.7K +$13.8K +154 +52%
FCT
2016
First Community Trust
Iowa
$39.4K – – –
BBPWM
2017
Blue Bell Private Wealth Management
Pennsylvania
$38.8K +$26.5K +296 +218%
MSWA
2018
Marshall & Sterling Wealth Advisors
New York
$38.7K +$33.6K +375 +670%
PA
2019
PSI Advisors
Florida
$38.6K +$89 +1 +0.2%
TIM
2020
Thompson Investment Management
Wisconsin
$38.2K – – –
RMC
2021
Resources Management Corp
Connecticut
$38K – – –
FFC
2022
First Financial Corp
Indiana
$36.8K – – –
IMC
2023
Investment Management Corporation
Virginia
$36.2K +$21.3K +238 +144%
PGAM
2024
Princeton Global Asset Management
New Jersey
$35.9K – – –
NC
2025
NewSquare Capital
Pennsylvania
$34.4K +$31.7K +354 +1,221%
79 80
81
82 83