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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
701
Level Four Advisory Services
Texas
$801K -$7.24K -120 -0.9%
TCPWM
702
Traverso Chambers Private Wealth Management
California
$798K +$33.4K +554 +4%
EWM
703
Evercore Wealth Management
New York
$797K -$18.5K -306 -2%
CFFP
704
Center for Financial Planning
Michigan
$794K – – –
VI
705
Vestcor Inc
New Brunswick, Canada
$793K -$4.46K -74 -0.6%
ACA
706
Atlas Capital Advisors
Wyoming
$785K -$30.6K -507 -4%
SDWIA
707
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$783K -$40.7K -675 -5%
NIM
708
Northeast Investment Management
Massachusetts
$777K – – –
EHWM
709
Eads & Heald Wealth Management
Georgia
$773K -$36.2K -600 -5%
KWMG
710
King Wealth Management Group
Florida
$773K – – –
DI
711
Diligent Investors
California
$773K +$302 +5 +0%
BMC
712
Beaton Management Company
Massachusetts
$771K -$9.05K -150 -1%
CIA
713
CSat Investment Advisory
Michigan
$769K -$540K -8,962 -42%
SBA
714
Secrest Blakey & Associates
North Carolina
$768K -$663 -11 -0.1%
ATC
715
Argent Trust Co
Tennessee
$767K -$86.5K -1,434 -10%
CC
716
Chicago Capital
Illinois
$760K – – –
CFMC
717
Curbstone Financial Management Corp
New Hampshire
$754K -$17.9K -296 -2%
FI
718
Fosun International
China
$753K +$748K +12,400 New
ST
719
Spinnaker Trust
Maine
$751K -$41.6K -690 -5%
SLF
720
Sun Life Financial
Ontario, Canada
$749K +$12.1K +201 +2%
FNFDCM
721
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$741K – – –
AFP
722
Ausdal Financial Partners
Iowa
$740K -$11.6K -192 -2%
KFI
723
Key Financial Inc
Pennsylvania
$725K +$3.14K +52 +0.4%
ECA
724
Elevated Capital Advisors
Utah
$712K +$665K +11,033 New
CBN
725
Cadence Bank NA
Texas
$708K +$9.05K +150 +1%
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