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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
2026
Harbor Asset Planning
Massachusetts
$13.7K – – –
CMA
2027
Cedar Mountain Advisors
Oregon
$13.7K +$2.74K +34 +24%
FC
2028
Financial Consulate
Maryland
$13.4K +$5.24K +65 +61%
SIM
2029
Synergy Investment Management
Florida
$13.3K +$10.6K +132 +660%
UFPG
2030
United Financial Planning Group
New York
$13.2K +$13.6K +169 New
AWM
2031
Abound Wealth Management
Tennessee
$12.9K -$12.8K -159 -49%
BCM
2032
Boreal Capital Management
Florida
$12.9K -$50.7K -628 -79%
BTD
2033
BankPlus Trust Department
Mississippi
$12.8K -$83.3K -1,033 -86%
GFA
2034
Godfrey Financial Associates
New York
$12.4K – – –
PP
2035
PFS Partners
New Jersey
$12.2K -$3.06K -38 -20%
1NWS
2036
1 North Wealth Services
Maryland
$12K +$10.2K +126 +450%
KFG
2037
Kingdom Financial Group
Arizona
$11.9K -$4.36K -54 -26%
HIW
2038
Holos Integrated Wealth
Pennsylvania
$11.9K – – –
PS
2039
PayPay Securities
Japan
$11.8K +$9.84K +122 +421%
PWMG
2040
Private Wealth Management Group
New Jersey
$11.7K +$403 +5 +3%
MP
2041
McDonald Partners
Ohio
$11.7K +$12K +149 New
BHWM
2042
Bay Harbor Wealth Management
Maryland
$10K +$1.45K +18 +16%
IW
2043
Imprint Wealth
South Carolina
$9.94K – – –
HFS
2044
Horizon Financial Services
North Carolina
$9.7K -$5.08K -63 -34%
KG
2045
Kilter Group
New York
$9.7K +$323 +4 +3%
RWM
2046
RMG Wealth Management
Wisconsin
$9.17K -$161 -2 -2%
FRA
2047
Front Row Advisors
California
$9.07K -$8.07K -100 -50%
ADL
2048
Asset Dedication LLC
California
$8.84K -$17.7K -220 -66%
RWM
2049
Rialto Wealth Management
New York
$8.76K -$13.9K -172 -61%
TFM
2050
TFC Financial Management
Massachusetts
$8.61K -$3.39K -42 -28%
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