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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
MOKAN Wealth Management
Kansas
$628K -$54.4K -1,144 -8%
LA
652
Lifeworks Advisors
Michigan
$627K +$61.2K +1,288 +11%
FP
653
Financial Perspectives
Minnesota
$627K -$232K -4,890 -27%
IFU
654
iSAM Funds (UK)
United Kingdom
$627K -$2.49M -52,464 -80%
AWM
655
Avior Wealth Management
Nebraska
$626K -$27K -568 -4%
TAI
656
Terra Alpha Investments
District of Columbia
$626K -$496K -10,442 -44%
TI
657
Trexquant Investment
Connecticut
$623K -$30.5M -642,188 -98%
BIG
658
Brooklyn Investment Group
New York
$620K +$381K +8,025 +155%
PA
659
Parallel Advisors
California
$619K -$102K -2,146 -14%
SIM
660
Studio Investment Management
Illinois
$616K -$364K -7,663 -37%
FWM
661
Forza Wealth Management
Florida
$615K +$9.79K +206 +2%
EPW
662
Evolve Private Wealth
California
$614K +$628K +13,210 New
WHC
663
Wulff, Hansen & Co
California
$611K – – –
MCC
664
Money Concepts Capital
Florida
$611K -$64.5K -1,358 -9%
LDB
665
Lee, Danner & Bass
Tennessee
$610K – – –
BMA
666
Brooks Moore & Associates
Tennessee
$608K +$29K +610 +5%
JPWM
667
Jamison Private Wealth Management
Georgia
$607K -$76.5K -1,610 -11%
TWC
668
TD Waterhouse Canada
Ontario, Canada
$606K +$491K +10,327 +384%
SFM
669
Signet Financial Management
New Jersey
$605K -$197K -4,137 -24%
CFO
670
Callan Family Office
Pennsylvania
$604K +$307K +6,456 +99%
BG
671
Bahl & Gaynor
Ohio
$600K -$12.4K -260 -2%
CA
672
Clearstead Advisors
Ohio
$600K +$242K +5,086 +65%
LFA
673
Lauterbach Financial Advisors
Texas
$595K – – –
ECM
674
Everence Capital Management
Indiana
$595K -$486K -10,232 -44%
AWA
675
Ark Wealth Advisors
California
$595K +$608K +12,792 New
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