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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
526
Northwest & Ethical Investments
Ontario, Canada
$814K -$980K -28,386 -55%
PI
527
PFG Investments
New York
$809K +$231K +6,686 +40%
EM
528
Excalibur Management
Massachusetts
$807K +$41.9K +1,212 +6%
AU
529
AlphaGrep UK
$804K +$798K +23,106 New
SW
530
SteelPeak Wealth
California
$802K +$796K +23,044 New
DEA
531
DoubleLine ETF Adviser
Florida
$801K +$795K +23,016 New
JWCA
532
J.W. Cole Advisors
Florida
$800K +$794K +22,986 New
1WA
533
180 Wealth Advisors
Washington
$786K +$185K +5,359 +31%
ABC
534
Associated Banc-Corp
Wisconsin
$784K +$3.45K +100 +0.4%
GI
535
GAMMA Investing
California
$777K +$436K +12,618 +130%
HPC
536
HM Payson & Co
Maine
$776K – – –
KWM
537
Kiker Wealth Management
Georgia
$775K +$201K +5,812 +35%
KIM
538
Kestra Investment Management
Texas
$774K +$515K +14,909 +203%
CRC
539
Curi RMB Capital
Illinois
$769K +$763K +22,085 New
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$765K +$759K +21,969 New
SPWM
541
Schrum Private Wealth Management
Florida
$762K +$156K +4,512 +60%
CTA
542
Chesley Taft & Associates
Illinois
$761K +$31.1K +900 +4%
MOS
543
MGO One Seven
Ohio
$761K +$143K +4,138 +23%
BPA
544
Beacon Pointe Advisors
California
$758K -$100K -2,904 -12%
PAS
545
Park Avenue Securities
New York
$754K -$228K -6,611 -23%
HKAM
546
Horizon Kinetics Asset Management
New York
$754K -$291K -8,430 -28%
CHAM
547
Clear Harbor Asset Management
Connecticut
$753K +$748K +21,647 New
CCM
548
Chiron Capital Management
Florida
$749K +$117K +3,401 +19%
BFIM
549
Beese Fulmer Investment Management
Ohio
$744K +$155K +4,488 +27%
CAG
550
Crestwood Advisors Group
Massachusetts
$737K +$485K +14,041 +196%
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22
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