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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
2001
Evelyn Partners Investment Management Services
$26.2K -$996K -11,750 -98%
CWM
2002
Crowley Wealth Management
Delaware
$26.2K -$564K -6,645 -96%
BCMLT
2003
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.9K -$17.2K -203 -41%
BFS
2004
Burkett Financial Services
South Carolina
$24.8K – – –
SL
2005
Salomon & Ludwin
Virginia
$24.2K +$4.75K +56 +26%
HHMI
2006
Howard Hughes Medical Institute
Maryland
$24.1K +$23.5K +277 New
CA
2007
Crewe Advisors
Utah
$23.8K -$2.12K -25 -8%
PPC
2008
Park Place Capital
Alabama
$21.8K -$68.3K -805 -77%
BC
2009
Barrett & Company
Rhode Island
$21.7K +$21.1K +249 New
RWM
2010
Raffa Wealth Management
District of Columbia
$21.4K -$1.61K -19 -7%
CB
2011
Centennial Bank
Arkansas
$21.3K -$3.39K -40 -14%
RJA
2012
Ross\Johnson & Associates
Minnesota
$20.9K -$7.63K -90 -27%
RWM
2013
Rialto Wealth Management
New York
$20.8K +$254 +3 +1%
PPA
2014
Painted Porch Advisors
California
$20.7K -$2.12K -25 -10%
NFSG
2015
Newbridge Financial Services Group
Florida
$20.6K +$1.78K +21 +10%
FGA
2016
Fortis Group Advisors
New Jersey
$20K – – –
AIA
2017
Aventus Investment Advisors
Florida
$20K +$19.5K +230 New
PP
2018
PFS Partners
New Jersey
$19.9K +$9.67K +114 +99%
TCM
2019
Tradewinds Capital Management
Washington
$19.5K – – –
PP
2020
Pacifica Partners
Canada
$19.4K – – –
RTC
2021
Riverview Trust Company
Washington
$19.2K -$34.8K -410 -65%
OW
2022
Olistico Wealth
Oklahoma
$19.2K -$29.8K -351 -61%
AWM
2023
Activest Wealth Management
Florida
$18.9K -$9.67K -114 -34%
LAM
2024
Lummis Asset Management
Texas
$18.6K – – –
BTD
2025
BankPlus Trust Department
Mississippi
$18.2K -$4.66K -55 -21%
79 80
81
82 83