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Medtronic
MDT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2026
True Wealth Design
Ohio
$13.3K -$34.8K -402 -71%
IMC
2027
Investment Management Corporation
Virginia
$13.2K +$14.3K +165 New
RTL
2028
Red Tortoise LLC
Georgia
$12.9K – – –
STB
2029
S&T Bank
Pennsylvania
$12.9K +$13.9K +161 New
SC
2030
Stance Capital
Massachusetts
$12.8K +$13.9K +160 New
RDFA
2031
Ritter Daniher Financial Advisory
Ohio
$12.2K – – –
AWM
2032
Accredited Wealth Management
Kentucky
$12K +$12.9K +149 New
HGERS
2033
Householder Group Estate & Retirement Specialist
Arizona
$12K -$8.92K -103 -39%
AA
2034
AlphaMark Advisors
Kentucky
$12K – – –
CIAS
2035
CBIZ Investment Advisory Services
Ohio
$11.6K -$5.89K -68 -32%
IHWM
2036
Iron Horse Wealth Management
Iowa
$11.5K – – –
AF
2037
Atala Financial
California
$11.4K +$12.4K +143 New
FWA
2038
FSC Wealth Advisors
New York
$11.3K -$606 -7 -5%
NMG
2039
New Millennium Group
Utah
$11K -$87 -1 -0.7%
BBPWM
2040
Blue Bell Private Wealth Management
Pennsylvania
$10.9K +$519 +6 +5%
SVCP
2041
Silicon Valley Capital Partners
California
$10.8K -$9.34M -107,875 -100%
TIM
2042
Tortoise Investment Management
New York
$10.8K -$3.55K -41 -23%
GWSA
2043
Global Wealth Strategies & Associates
Colorado
$10.8K – – –
PWMG
2044
Private Wealth Management Group
New Jersey
$10.8K +$866 +10 +8%
IWP
2045
IAG Wealth Partners
Wisconsin
$10.3K +$87 +1 +0.8%
GIS
2046
Grayhawk Investment Strategies
Alberta, Canada
$10.1K – – –
WW
2047
Winnow Wealth
Texas
$9.98K +$10.8K +125 New
MIA
2048
MeadowBrook Investment Advisors
Michigan
$9.9K – – –
VFM
2049
Vision Financial Markets
Connecticut
$9.9K +$10.7K +124 New
CSWM
2050
Cassady Schiller Wealth Management
Ohio
$9.82K +$5.89K +68 +124%
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