MDT MEDTRONIC PLC

COM (common), issuer CIK 1613103

2,132 managers (2,172 13F filers) reported a position in MDT shares at 2025-09-30, 1,075,236,788 shares in all. 171 filers opened a position and 127 filers sold out during the quarter.

Managers: 2,132
13F filers: 2,172
New: 171
Added: 918
Reduced: 815
Sold out: 127
Shares held by filers: 1,075,236,788

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	115,393	$11M	0.18%	+2,350	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	115,321	$11M	0.28%	+15,825	13F-HR Timeline
ADVOCATE GROUP LLC	114,293	$10.9M	1.79%	+1,737	13F-HR Timeline
Kentucky Retirement Systemsgroup of 2 filers holding	114,265	$10.9M		-2,937	Timeline Kentucky Retirement Systems: 80,516 (0.21%) 13F-HR Kentucky Retirement Systems Insur…: 33,749 (0.21%) 13F-HR
Public Sector Pension Investment Board	112,261	$10.7M	0.04%	+13,705	13F-HR Timeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA	111,669	$10.6M	0.99%	+249	13F-HR Timeline Group
NorthCrest Asset Manangement, LLC	107,694	$10.6M	0.25%	+6,573	13F-HR Timeline
Perpetual Ltdin group Perpetual Ltd	110,520	$10.5M	0.13%	+36,896	13F-HR Timeline Group
Northside Capital Management, LLC	110,327	$10.5M	0.96%	+88,783	13F-HR Timeline
HB Wealth Management, LLC	108,625	$10.3M	0.07%	+7,356	13F-HR Timeline
Anchor Investment Management, LLC	108,573	$10.3M	0.86%	-902	13F-HR Timeline
S&CO INC	108,370	$10.3M	0.63%	-191	13F-HR Timeline
ARMSTRONG HENRY H ASSOCIATES INC	108,127	$10.3M	0.93%	-1,215	13F-HR Timeline
SG Americas Securities, LLC	108,112	$10.3M	0.04%	-610,632	13F-HR Timeline
Banque de Luxembourg S.A.	107,172	$10.2M	5.28%	-1,272	13F-HR Timeline
Groupe la Francaisein group Groupe la Francaise	107,804	$10.2M	0.14%	+91,384	13F-HR Timeline Group
THOMPSON SIEGEL & WALMSLEY LLC	106,494	$10.1M	0.16%	+43,000	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	106,274	$10.1M	0.23%	-11,652	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	104,216	$9.93M	2.84%	+6	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	104,150	$9.92M	0.98%	-1,821	13F-HR Timeline
Tidal Investments LLCin group Tidal Investments LLC	103,937	$9.9M	0.04%	+14,134	13F-HR Timeline Group
Arkadios Wealth Advisors	102,936	$9.8M	0.24%	+9,243	13F-HR Timeline
Orange Investment Advisors, Inc.	102,609	$9.77M	1.02%	-45	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	100,925	$9.61M	0.7%	+1,306	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	100,840	$9.6M		+708	Timeline CARY STREET PARTNERS FINANCIAL LLC: 98,435 (0.24%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 2,405 (0.1%) 13F-HR
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	100,689	$9.59M	0.71%	-2,369	13F-HR Timeline
MGO ONE SEVEN LLC	100,206	$9.54M	0.22%	+79,085	13F-HR Timeline
Compagnie Lombard Odier SCmA	100,130	$9.54M	0.11%	+2,298	13F-HR Timeline
F/m Investments LLC	99,831	$9.51M	0.37%	-1,671	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	99,311	$9.46M	1.11%	-895	13F-HR Timeline
Cornerstone Advisors, LLC	98,800	$9.41M	0.31%	-2,000	13F-HR Timeline
Westchester Capital Management, Inc.	98,517	$9.38M	2.02%	-437	13F-HR Timeline
Lido Advisors, LLCin group Lido Advisors, LLC	97,442	$9.32M	0.04%	+51,432	13F-HR Timeline Group
Soltis Investment Advisors LLC	97,390	$9.28M	0.64%	+4,168	13F-HR Timeline
DIVERSIFIED TRUST CO	96,875	$9.23M	0.18%	+23,906	13F-HR Timeline
Cheviot Value Management, LLC	98,319	$9.17M	0.97%	-673	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	95,598	$9.1M	2.37%	+41,186	13F-HR Timeline
River Road Asset Management, LLC	95,587	$9.1M	0.1%	new	13F-HR Timeline
Value Partners Investments Inc.	95,546	$9.1M	0.74%	0	13F-HR Timeline
CULLEN INVESTMENT GROUP, LTD.	93,104	$9.09M	1.2%	+7,183	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	95,431	$9.09M	0.09%	-113,677	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	94,655	$9.01M	0.69%	-1,333	13F-HR Timeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding	96,375	$8.95M		-202,907	Timeline MIZUHO SECURITIES USA LLC: 93,319 (0.18%) 13F-HR MIZUHO MARKETS AMERICAS LLC: 3,056 (0.01%) 13F-HR Mizuho Markets Cayman LP: sold out, -207,547 13F-HR/A
WASHINGTON TRUST Co	93,748	$8.93M	0.29%	+2,178	13F-HR Timeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …	93,500	$8.9M	0.27%	+53,300	13F-HR Timeline Group
IQ EQ FUND MANAGEMENT (IRELAND) Ltd	92,269	$8.79M	0.6%	+6,400	13F-HR Timeline
Mengis Capital Management, Inc.	92,092	$8.77M	1.72%	+150	13F-HR Timeline
Empowered Funds, LLC	91,039	$8.67M	0.09%	-50,674	13F-HR Timeline
Regal Investment Advisors LLC	90,872	$8.65M	0.56%	-40	13F-HR Timeline
Estabrook Capital Management	90,445	$8.61M	1.26%	-1,273	13F-HR Timeline
GATEWAY INVESTMENT ADVISERS LLC	90,237	$8.59M	0.08%	+1,405	13F-HR Timeline
Argent Trust Co	88,400	$8.42M	0.3%	+2,072	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	87,643	$8.35M	1.19%	+73	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	87,452	$8.33M	0.1%	+83,819	13F-HR Timeline Group
Bleakley Financial Group, LLC	87,313	$8.32M	0.19%	+13,177	13F-HR Timeline
Olstein Capital Management, L.P.	87,000	$8.29M	1.56%	+3,000	13F-HR Timeline
Franklin, Parlapiano, Turner & Welch, L…	86,879	$8.27M	2.09%	-1,757	13F-HR Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding	91,422	$8.25M		+2,414	Timeline DIVERSIFY WEALTH MANAGEMENT, LLC: 59,358 (0.31%) 13F-HR Diversify Advisory Services, LLC: 32,064 (0.1%) 13F-HR
Wealthfront Advisers LLC	86,543	$8.24M	0.02%	+11,104	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	86,297	$8.22M	0.95%	+2,375	13F-HR Timeline
Columbus Macro, LLC	85,748	$8.17M	0.93%	+13,783	13F-HR Timeline
Hamilton Capital Partners Inc.	85,681	$8.16M	0.34%	+27,868	13F-HR Timeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.	85,411	$8.13M	0.29%	-1,766	13F-HR Timeline Group
COUNTRY CLUB BANK	86,452	$8.12M	0.48%	-1,277	13F-HR Timeline
NKCFO LLC	84,400	$8.04M	2.42%	new	13F-HR Timeline
GRANDFIELD & DODD, LLC	83,679	$7.97M	0.45%	-3,777	13F-HR Timeline
Linscomb Wealth, Inc.	83,415	$7.94M	0.34%	+2,110	13F-HR Timeline
First Washington CORP	83,066	$7.91M	2.12%	-158	13F-HR Timeline
Cardinal Capital Management	82,142	$7.88M	1.09%	+1,412	13F-HR Timeline
BCWM, LLC	82,357	$7.84M	2.35%	-35,322	13F-HR Timeline
Financial & Tax Architects, LLC	82,217	$7.83M	1.73%	+3,519	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	81,733	$7.78M	0.31%	-1,331	13F-HR Timeline Group
Addenda Capital Inc.	80,977	$7.77M	0.23%	-10	13F-HR Timeline
Sompo Asset Management Co., Ltd.	81,243	$7.74M	1.33%	-8,060	13F-HR Timeline
Wilmington Savings Fund Society, FSB	81,234	$7.74M	0.19%	-21,254	13F-HR/A Timeline
OneDigital Investment Advisors LLC	81,150	$7.73M	0.08%	-1,039	13F-HR Timeline
HUDSON EDGE INVESTMENT PARTNERS INC.	80,450	$7.66M	1.24%	+3,344	13F-HR Timeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC	79,917	$7.61M	0.15%	-9,198	13F-HR Timeline Group
WealthBridge Investment Counsel Inc.	79,810	$7.6M	2.34%	-225	13F-HR Timeline
Advisory Services Network, LLC	79,432	$7.57M	0.11%	+3,400	13F-HR Timeline
Ledyard National Bank	79,373	$7.56M	0.68%	-1,654	13F-HR Timeline
NorthCoast Asset Management LLC	79,022	$7.54M	0.03%	-32,743	13F-HR Timeline
Hikari Power Ltd	79,060	$7.53M	0.61%	0	13F-HR Timeline
BLAIR WILLIAM & CO/IL	78,855	$7.51M	0.02%	-3,824	13F-HR Timeline
GAM Holding AGin group GAM Holding AG	78,481	$7.47M	0.46%	-1,408	13F-HR Timeline Group
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)	78,000	$7.43M	0.05%	-1,290	13F-HR Timeline Group
Cadence Bank	77,532	$7.38M	0.45%	+530	13F-HR Timeline
Guinness Atkinson Asset Management Inc	77,667	$7.3M	3.47%	new	13F-HR Timeline
FineMark National Bank & Trust	76,062	$7.24M	0.24%	-1,150	13F-HR Timeline
MEYER HANDELMAN CO	75,966	$7.24M	0.23%	-3,826	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	75,674	$7.21M	1.56%	+487	13F-HR Timeline
INTECH INVESTMENT MANAGEMENT LLC	75,386	$7.18M	0.06%	-53,102	13F-HR Timeline
HARTFORD INVESTMENT MANAGEMENT CO	75,041	$7.15M	0.22%	-2,309	13F-HR Timeline
JGP Wealth Management, LLC	74,010	$7.07M	0.78%	+2,643	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	74,049	$7.05M	0.14%	+7,933	13F-HR Timeline
Man Group plcin group Man Group plc	74,039	$7.05M	0.01%	-16,720	13F-HR Timeline Group
Oak Harvest Investment Services	73,839	$7.03M	0.82%	new	13F-HR Timeline
Sicart Associates LLC	72,727	$6.93M	1.88%	-15	13F-HR Timeline
Two Point Capital Management, Inc.	72,387	$6.89M	2.77%	-825	13F-HR Timeline
Norinchukin Bank, Thein group Norinchukin Bank, The	71,976	$6.85M	0.09%	+1,541	13F-HR Timeline Group
PARTHENON LLC	71,969	$6.85M	0.76%	-15,268	13F-HR Timeline
American Assets Investment Management, …in group American Assets Investment Ma…	71,632	$6.82M	0.5%	0	13F-HR Timeline Group
ALBION FINANCIAL GROUP /UT	71,522	$6.81M	0.41%	+1,545	13F-HR Timeline
DUPONT CAPITAL MANAGEMENT CORP	71,252	$6.79M	0.7%	0	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	70,928	$6.76M	0.09%	+40,625	13F-HR Timeline Group
Stablepoint Partners, LLC	70,892	$6.75M	1.07%	+1,620	13F-HR Timeline
CX Institutional	70,828	$6.75M	0.2%	+2,161	13F-HR Timeline
Investment Management Corp of Ontario	70,508	$6.72M	0.1%	+6,893	13F-HR Timeline
Goelzer Investment Management, Inc.	70,237	$6.69M	0.35%	-335	13F-HR Timeline
Generali Asset Management SPA SGR	70,065	$6.67M	0.14%	+29,181	13F-HR Timeline
Martin Capital Partners, LLC	69,569	$6.63M	2.57%	-6	13F-HR Timeline
First Nebraska Trust Co	69,297	$6.6M	0.6%	+1,317	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	68,407	$6.52M	0.7%	+2,014	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	67,864	$6.51M	2.9%	-8,928	13F-HR Timeline
Caprock Group, LLC	69,801	$6.48M	0.16%		13F-HR Timeline
Farther Finance Advisors, LLC	67,742	$6.45M	0.1%	+756	13F-HR Timeline
Telos Capital Management, Inc.	67,728	$6.45M	0.62%	-291	13F-HR Timeline
Geneos Wealth Management Inc.	67,550	$6.43M	0.16%	-259	13F-HR Timeline
Louisiana State Employees Retirement Sy…	67,200	$6.4M	0.11%	-500	13F-HR Timeline
AZZAD ASSET MANAGEMENT INC /ADV	67,179	$6.4M	0.63%	+1,200	13F-HR Timeline
Independent Advisor Alliance	67,103	$6.39M	0.17%	+19,328	13F-HR Timeline
Murphy Pohlad Asset Management LLC	67,094	$6.39M	2.51%	+350	13F-HR Timeline
Tufton Capital Management	66,829	$6.36M	1.13%	-708	13F-HR Timeline
Azimuth Capital Investment Management L…	66,484	$6.33M	0.23%	-823	13F-HR Timeline
CAISSE DES DEPOTS ET CONSIGNATIONS	66,461	$6.33M	0.27%	0	13F-HR Timeline
CHEMUNG CANAL TRUST CO	66,373	$6.32M	1.26%	+851	13F-HR Timeline
Merit Financial Group, LLC	66,159	$6.3M	0.06%	+9,124	13F-HR/A Timeline
SIRIOS CAPITAL MANAGEMENT L P	66,093	$6.29M	0.82%	-5,455	13F-HR Timeline
HERITAGE INVESTORS MANAGEMENT CORP	65,777	$6.26M	0.19%	-5,103	13F-HR Timeline
LMCG INVESTMENTS, LLC	65,667	$6.25M	0.37%	+39,958	13F-HR Timeline
Rathbones Group PLC	65,512	$6.24M	0.03%	+6,958	13F-HR Timeline
HOWE & RUSLING INC	65,427	$6.23M	0.43%	+4,271	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	65,210	$6.21M	0.06%	-673	13F-HR Timeline Group
COLDSTREAM CAPITAL MANAGEMENT INC	65,151	$6.21M	0.08%	+12,694	13F-HR Timeline
EQUITABLE TRUST CO	65,075	$6.2M	0.28%	-1,803	13F-HR Timeline
FARMERS TRUST CO	64,500	$6.14M	1.06%	-77	13F-HR Timeline
Poehling Capital Management, INC.	64,205	$6.11M	1.29%	-821	13F-HR Timeline
Gulf International Bank (UK) Ltd	64,187	$6.11M	0.2%	-1,174	13F-HR Timeline
Maryland State Retirement & Pension Sys…	63,956	$6.09M	0.13%	+1,625	13F-HR Timeline
LGT Group Foundationin group LGT Group Foundation	63,728	$6.04M	0.07%	+1,717	13F-HR Timeline Group
HANTZ FINANCIAL SERVICES, INC.	62,749	$5.98M	0.09%	-4,859	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	62,308	$5.93M	0.04%	+2,782	13F-HR Timeline Group
Siemens Fonds Invest GmbH	61,941	$5.9M	0.32%	+3,409	13F-HR Timeline
WESTFIELD CAPITAL MANAGEMENT CO LP	61,922	$5.9M	0.02%	-11,893	13F-HR Timeline
SECURIAN ASSET MANAGEMENT, INC	61,877	$5.89M	0.16%	-5,177	13F-HR Timeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE	61,875	$5.89M	0.86%	-543	13F-HR Timeline
Te Ahumairangi Investment Management Ltd	61,871	$5.89M	1%	+1,170	13F-HR Timeline
SlateStone Wealth, LLC	61,840	$5.89M	0.51%	+2,556	13F-HR Timeline
Columbia Asset Management	61,536	$5.86M	1.1%	+1,315	13F-HR Timeline
Palisade Asset Management, LLC	61,473	$5.85M	0.54%	-42	13F-HR Timeline
Game Creek Capital, LP	61,250	$5.83M	2.51%	+42,750	13F-HR Timeline
HENNESSY ADVISORS INC	61,200	$5.83M	0.2%	-900	13F-HR Timeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	60,878	$5.8M	0.33%	+3,723	13F-HR Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.	60,445	$5.76M	0.02%	-11,903	13F-HR Timeline Group
MONARCH CAPITAL MANAGEMENT INC	59,839	$5.73M	1.4%	-1,730	13F-HR Timeline
Haverford Financial Services, Inc.	60,092	$5.72M	1.61%	-1,374	13F-HR Timeline
Sivik Global Healthcare LLC	60,000	$5.71M	3%	-20,000	13F-HR Timeline
GC Wealth Management RIA, LLC	59,687	$5.68M	0.19%	+26,118	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	58,584	$5.65M	0.07%	-13,272	13F-HR/A Timeline Group
NAPLES GLOBAL ADVISORS, LLC	58,734	$5.63M	0.44%	+407	13F-HR Timeline
Mandatum Life Insurance Co Ltd	59,138	$5.63M	1.35%	0	13F-HR Timeline
Perennial Advisors, LLC	58,971	$5.62M	0.97%	+375	13F-HR Timeline
Ellsworth Advisors, LLC	58,658	$5.59M	1.19%	-3,383	13F-HR Timeline
Trinity Legacy Partners, LLC	61,646	$5.59M	1.29%	+1,487	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	58,159	$5.54M	0.24%	-1,826	13F-HR Timeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	57,987	$5.52M	0.17%	-1,900	13F-HR Timeline
GROUPAMA ASSET MANAGMENT	57,642	$5.49M	0.08%	+22,255	13F-HR Timeline
ABN AMRO Bank N.V.in group ABN AMRO INVESTMENT SOLUTIONS	57,833	$5.48M	0.05%	-282	13F-HR Timeline Group
Lifeworks Advisors, LLC	57,489	$5.48M	0.73%	+54,820	13F-HR Timeline
Snowden Capital Advisors LLC	56,876	$5.46M	0.15%	-2,123	13F-HR Timeline
Florida Trust Wealth Management Co	57,101	$5.44M	0.15%	-8,586	13F-HR Timeline
J.P. Marvel Investment Advisors, LLC	56,645	$5.39M	0.78%	+24	13F-HR Timeline
DNCA FINANCE	56,550	$5.39M	0.37%	-39,000	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	56,223	$5.35M	0.85%	+9,152	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	56,180	$5.35M	0.01%	new	13F-HR Timeline Group
Coston, McIsaac & Partners	56,021	$5.33M	1.27%	+142	13F-HR Timeline
Core Alternative Capital	55,911	$5.33M	1.55%	+14,736	13F-HR Timeline
Arlington Trust Co LLCgroup of 2 filers holding	55,897	$5.32M		+3,172	Timeline Arlington Partners LLC: 54,158 (1.78%) 13F-HR Arlington Trust Co LLC: 1,739 (0.03%) 13F-HR
Trajan Wealth LLC	55,861	$5.32M	0.23%	-127	13F-HR Timeline
Fisher Funds Management LTD	55,772	$5.31M	0.14%	0	13F-HR Timeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC	55,663	$5.3M	1.48%	+455	13F-HR Timeline
DEARBORN PARTNERS LLC	55,350	$5.27M	0.25%	-4,837	13F-HR Timeline
Moors & Cabot, Inc.	54,852	$5.22M	0.23%	-4,504	13F-HR Timeline
Altrius Capital Management Inc	54,590	$5.2M	1.19%	+662	13F-HR Timeline
Integrated Wealth Concepts LLC	54,498	$5.19M	0.05%	+2,072	13F-HR Timeline
Robinson Value Management, Ltd.	54,398	$5.18M	3%	+458	13F-HR Timeline
RBA Wealth Management, LLC	54,330	$5.17M	1.79%	+976	13F-HR Timeline
Waverly Advisors, LLC	54,318	$5.17M	0.05%	-24,691	13F-HR Timeline
EVERETT HARRIS & CO /CA/	54,203	$5.16M	0.06%	+1,235	13F-HR Timeline
Allworth Financial LP	54,120	$5.15M	0.02%	+8,261	13F-HR Timeline
Nekton Capital Ltd.	54,000	$5.14M	10.42%	new	13F-HR Timeline
Tevis Investment Management	53,510	$5.13M	3.09%	+958	13F-HR Timeline
EVENTIDE ASSET MANAGEMENT, LLC	54,241	$5.13M	0.08%	+26,142	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	53,222	$5.07M	0.09%	+274	13F-HR Timeline Group
Kintegral Advisory, LLCin group Kintegral Advisory, LLC	52,571	$5.04M	0.43%	-235	13F-HR Timeline Group
ADVISORS MANAGEMENT GROUP INC /ADV	52,549	$5M	0.88%	+704	13F-HR Timeline
DLK Investment Management, LLC	52,514	$5M	1.88%	+43	13F-HR Timeline
INSPIRE TRUST CO, N.A.	52,500	$5M	0.91%	0	13F-HR Timeline
CHOREO, LLC	51,899	$4.98M	0.06%	+3,521	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	52,158	$4.97M	0.17%	+3,891	13F-HR Timeline