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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
701
P.J. Schmidt Investment Management (PJS)
Wisconsin
$951K -$192K -3,025 -18%
PFM
702
Parsec Financial Management
North Carolina
$941K -$25.2K -396 -3%
WANY
703
Wealthspire Advisors (New York)
New York
$941K +$272K +4,285 +44%
EFSCE
704
Enterprise Financial Services Corp (EFSC)
Missouri
$940K -$725K -11,410 -45%
BRA
705
Biechele Royce Advisors
Indiana
$935K – – –
CWS
706
Confluence Wealth Services
Pennsylvania
$934K +$881K +13,872 New
CFGS
707
Concourse Financial Group Securities
Alabama
$917K +$14.9K +235 +2%
AIL
708
AGF Investments LLC
Ontario, Canada
$914K +$143K +2,251 +20%
CI
709
Cigna Investments
Connecticut
$913K -$319K -5,025 -27%
HC
710
Hoese & Co
Minnesota
$911K – – –
PFS
711
Physicians Financial Services
North Carolina
$908K -$47.6K -749 -5%
AF
712
Allworth Financial
California
$902K +$88.2K +1,388 +12%
CAM
713
Cresset Asset Management
Illinois
$900K +$380K +5,978 +81%
IF
714
Intrua Financial
Texas
$895K +$3.49K +55 +0.4%
FIM
715
Freedom Investment Management
Connecticut
$889K -$73.1K -1,151 -8%
BDFN
716
Bond & Devick Financial Network
Minnesota
$887K +$1.02K +16 +0.1%
HTC
717
Haverford Trust Company
Pennsylvania
$886K -$122K -1,921 -13%
WS
718
Wedbush Securities
California
$883K -$19.3K -304 -2%
SFS
719
Stiles Financial Services
Minnesota
$882K +$832K +13,095 New
RIA
720
Realta Investment Advisors
Delaware
$881K -$11.2K -177 -1%
PWA
721
Primoris Wealth Advisors
Florida
$881K +$832K +13,096 New
SFM
722
Signet Financial Management
New Jersey
$879K -$23.9K -376 -3%
H
723
HoyleCohen
California
$879K +$127 +2 +0%
MFW
724
Meristem Family Wealth
Minnesota
$879K +$176K +2,773 +27%
PCMC
725
Private Capital Management (Colorado)
Colorado
$872K +$38.1K +599 +5%
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