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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2001
Hartford Financial Management
Connecticut
$48.4K – – –
CCC
2002
Chelsea Counsel Company
California
$48K – – –
BHWM
2003
Beaird Harris Wealth Management
Texas
$47.7K +$1.01K +11 +2%
FDW
2004
Fourth Dimension Wealth
Ohio
$47.6K -$9.19K -100 -17%
DWA
2005
Dougherty Wealth Advisers
Minnesota
$47.6K – – –
PP
2006
Pingora Partners
Wyoming
$47.6K – – –
CFS
2007
CGC Financial Services
Oregon
$45.1K – – –
CWP
2008
Concord Wealth Partners
Virginia
$44.9K -$17.4K -189 -29%
POIA
2009
Pin Oak Investment Advisors
Texas
$42.2K -$3.4K -37 -8%
FCT
2010
First Community Trust
Iowa
$41.8K – – –
AAG
2011
Armstrong Advisory Group
Massachusetts
$41.6K – – –
BFS
2012
Burkett Financial Services
South Carolina
$41.4K +$13.8K +150 +53%
EPIMS
2013
Evelyn Partners Investment Management Services
$40.8K +$11.8K +128 +43%
JWM
2014
JPL Wealth Management
Colorado
$39.7K +$38.3K +417 New
MSWA
2015
Marshall & Sterling Wealth Advisors
New York
$38.6K +$276 +3 +0.7%
ME
2016
McIlrath & Eck
Washington
$38.6K -$7.08K -77 -16%
CH
2017
Canton Hathaway
Rhode Island
$38K – – –
FFC
2018
First Financial Corp
Indiana
$37.2K – – –
STB
2019
S&T Bank
Pennsylvania
$37.1K +$16.9K +184 +89%
FFA
2020
Frazier Financial Advisors
Ohio
$36.9K -$8.73K -95 -20%
CYG
2021
Clean Yield Group
Vermont
$36.6K +$25.6K +279 +266%
SC
2022
Solstein Capital
California
$35.3K -$32.6K -355 -49%
TFG
2023
Team Financial Group
California
$34K – – –
TWM
2024
Tripletail Wealth Management
Florida
$33.8K +$31.5K +343 New
PWA
2025
Provenance Wealth Advisors
Florida
$33.3K -$4.14K -45 -11%
79 80
81
82 83