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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
701
New England Research & Management
Illinois
$745K – – –
PWM
702
Perigon Wealth Management
California
$745K +$169K +3,132 +29%
PCMC
703
Private Capital Management (Colorado)
Colorado
$744K – – –
PNC
704
Park National Corp
Ohio
$743K -$44K -817 -6%
SCM
705
Stellar Capital Management
Arizona
$739K – – –
FA
706
FDx Advisors
Illinois
$734K -$1.9M -35,250 -73%
EWM
707
Evercore Wealth Management
New York
$732K -$569K -10,550 -44%
VF
708
Virtu Financial
New York
$729K +$713K +13,224 New
LNC
709
Lincoln National Corp
Pennsylvania
$726K +$177K +3,281 +33%
FNBT
710
FineMark National Bank & Trust
Florida
$723K -$6.74K -125 -0.9%
DI
711
Diligent Investors
California
$718K -$12.2K -227 -2%
V
712
Veritable
Delaware
$717K -$7.76K -144 -1%
CPC
713
Congress Park Capital
New York
$717K – – –
SDWIA
714
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$710K +$10.8K +201 +2%
ET
715
Equitable Trust
Tennessee
$708K +$26.9K +500 +4%
CFG
716
Citizens Financial Group
Rhode Island
$707K -$19.5K -361 -3%
NFG
717
Next Financial Group
Texas
$706K -$30K -556 -4%
TA
718
Thor Advisors
New York
$704K +$689K +12,776 New
ACM
719
Ategra Capital Management
Virginia
$703K – – –
CFMC
720
Curbstone Financial Management Corp
New Hampshire
$701K – – –
BMC
721
Beaton Management Company
Massachusetts
$700K – – –
NIM
722
Northeast Investment Management
Massachusetts
$696K -$5.39K -100 -0.8%
SCA
723
Stonebridge Capital Advisors
Minnesota
$692K -$10.8K -200 -2%
KWMG
724
King Wealth Management Group
Florida
$691K – – –
NL
725
NWAM LLC
Washington
$689K +$593 +11 +0.1%
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