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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
2026
Horizon Bancorp
Indiana
$7K – – –
WOC
2027
West Oak Capital
California
$5.9K -$35.3K -420 -87%
DPW
2028
DiNuzzo Private Wealth
Pennsylvania
$5.85K +$84 +1 +2%
SWM
2029
Sugarloaf Wealth Management
Georgia
$5.76K -$673 -8 -11%
PIS
2030
POM Investment Strategies
North Carolina
$5.67K +$168 +2 +3%
SHIM
2031
Stone House Investment Management
Pennsylvania
$5.4K – – –
SC
2032
Steph & Co
Wisconsin
$5.22K +$4.88K +58 New
CSWM
2033
Cassady Schiller Wealth Management
Ohio
$4.95K – – –
CMA
2034
Cedar Mountain Advisors
Oregon
$4.5K – – –
FAM
2035
Flaharty Asset Management
Florida
$4.14K +$3.87K +46 New
HFS
2036
HBC Financial Services
Washington
$4K -$13.5K -161 -76%
RS
2037
Rakuten Securities
Japan
$3.51K -$52.5K -624 -94%
CAM
2038
Clarity Asset Management
Iowa
$3.48K +$84 +1 +3%
WFA
2039
Wells Financial Advisors
Massachusetts
$3.36K +$3.11K +37 New
TCA
2040
Trifecta Capital Advisors
Illinois
$3.33K -$15.1K -180 -83%
RWM
2041
Ruedi Wealth Management
Illinois
$3.33K – – –
FG
2042
Fairman Group
Pennsylvania
$3.27K – – –
VWA
2043
Valued Wealth Advisors
Utah
$3.08K +$925 +11 +48%
C
2044
Covestor
United Kingdom
$3K +$252 +3 +11%
AP
2045
Aspect Partners
Virginia
$2.7K – – –
MWA
2046
MFA Wealth Advisors
Pennsylvania
$2.7K – – –
LIS
2047
Legacy Investment Solutions
Idaho
$2.64K +$2.52K +30 New
LWMI
2048
Legacy Wealth Management (Idaho)
Idaho
$2.64K +$2.52K +30 New
NCM
2049
Northwest Capital Management
Oregon
$2.52K – – –
CYG
2050
Clean Yield Group
Vermont
$2.16K +$2.02K +24 New
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