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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2001
Hartford Financial Management
Connecticut
$47.5K – – –
SCB
2002
Saudi Central Bank
Saudi Arabia
$45.4K +$45.2K +505 New
CCC
2003
Chelsea Counsel Company
California
$45.3K – – –
DWA
2004
Dougherty Wealth Advisers
Minnesota
$44.9K – – –
PP
2005
Pingora Partners
Wyoming
$44.9K – – –
BCMLT
2006
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.9K +$14K +157 +46%
LC
2007
Lavaca Capital
Texas
$44.2K – – –
ME
2008
McIlrath & Eck
Washington
$43.2K +$6.35K +71 +17%
FFA
2009
Frazier Financial Advisors
Ohio
$42.8K +$1.7K +19 +4%
CFS
2010
CGC Financial Services
Oregon
$42.6K – – –
POIA
2011
Pin Oak Investment Advisors
Texas
$42K – – –
FAI
2012
Fiduciary Advisors Inc
Missouri
$40.7K – – –
RFG
2013
REAP Financial Group
Texas
$40.7K +$13.8K +154 +52%
FCT
2014
First Community Trust
Iowa
$39.4K – – –
BBPWM
2015
Blue Bell Private Wealth Management
Pennsylvania
$38.8K +$26.5K +296 +218%
MSWA
2016
Marshall & Sterling Wealth Advisors
New York
$38.7K +$33.6K +375 +670%
PA
2017
PSI Advisors
Florida
$38.6K +$89 +1 +0.2%
TIM
2018
Thompson Investment Management
Wisconsin
$38.2K – – –
RMC
2019
Resources Management Corp
Connecticut
$38K – – –
FFC
2020
First Financial Corp
Indiana
$36.8K – – –
IMC
2021
Investment Management Corporation
Virginia
$36.2K +$21.3K +238 +144%
PGAM
2022
Princeton Global Asset Management
New Jersey
$35.9K – – –
NC
2023
NewSquare Capital
Pennsylvania
$34.4K +$31.7K +354 +1,221%
RS
2024
Rakuten Securities
Japan
$33.4K +$3.49K +39 +12%
CWC
2025
Carolinas Wealth Consulting
North Carolina
$32.1K -$11.5K -129 -27%
79 80
81
82 83