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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$871K +$98.5K +1,551 +14%
DA
727
Detalus Advisors
Missouri
$870K – – –
BHWM
728
Bar Harbor Wealth Management
New Hampshire
$868K -$104K -1,640 -11%
RMCM
729
Reynders McVeigh Capital Management
Massachusetts
$868K +$1.02K +16 +0.1%
WBCM
730
Wilson & Boucher Capital Management
California
$868K +$818K +12,879 New
BW
731
Bison Wealth
Georgia
$867K -$86.1K -1,356 -10%
CCM
732
Covington Capital Management
California
$863K – – –
LFA
733
Lauterbach Financial Advisors
Texas
$862K +$813K +12,800 New
APP
734
Avantax Planning Partners
Iowa
$855K -$217K -3,418 -21%
CFFP
735
Center for Financial Planning
Michigan
$855K – – –
6F
736
626 Financial
Michigan
$854K +$805K +12,675 New
PP
737
Pegasus Partners
Wisconsin
$851K -$118K -1,857 -13%
FNFDCM
738
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$847K +$25.4K +400 +3%
AII
739
AGF Investments Inc
Ontario, Canada
$846K +$153K +2,410 +24%
LCM
740
LVM Capital Management
Michigan
$845K -$92.1K -1,450 -10%
KWMG
741
King Wealth Management Group
Florida
$845K – – –
MCM
742
Murphy Capital Management
New Jersey
$845K +$127 +2 +0%
BB
743
Busey Bank
Illinois
$842K -$19.8K -311 -2%
DA
744
DCM Advisors
New York
$835K +$436K +6,857 +124%
GP
745
Girard Partners
Pennsylvania
$831K -$295K -4,649 -27%
FC
746
FORA Capital
Florida
$828K +$228K +3,585 +41%
PPW
747
Pinnacle Private Wealth
Massachusetts
$825K +$778K +12,246 New
IA
748
IFG Advisory
Georgia
$815K -$1.53M -24,018 -66%
ST
749
Spinnaker Trust
Maine
$809K – – –
ESCM
750
Echo Street Capital Management
New York
$809K +$529K +8,331 +227%
28 29
30
31 32