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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
726
Bison Wealth
Georgia
$1M – – –
OIA
727
OneDigital Investment Advisors
Kansas
$1M -$172K -2,461 -16%
SFS
728
Stiles Financial Services
Minnesota
$999K -$4.83K -69 -0.5%
EM
729
Excalibur Management
Massachusetts
$993K -$99.5K -1,420 -10%
PWA
730
Primoris Wealth Advisors
Florida
$990K +$2.8K +40 +0.3%
HC
731
Hoese & Co
Minnesota
$975K -$44.8K -640 -5%
LFA
732
Lauterbach Financial Advisors
Texas
$966K – – –
BB
733
Busey Bank
Illinois
$966K +$2.24K +32 +0.3%
CFFP
734
Center for Financial Planning
Michigan
$957K – – –
RIA
735
Realta Investment Advisors
Delaware
$953K – – –
RMCM
736
Reynders McVeigh Capital Management
Massachusetts
$952K +$33.3K +475 +4%
KWMG
737
King Wealth Management Group
Florida
$946K – – –
SFM
738
Signet Financial Management
New Jersey
$941K -$7.84K -112 -0.9%
FNFDCM
739
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$934K -$14K -200 -2%
BTWM
740
Baker Tilly Wealth Management
Wisconsin
$933K -$11.3K -161 -1%
EF
741
Empirical Finance
Pennsylvania
$932K +$46.2K +659 +6%
SS
742
Simplicity Solutions
Minnesota
$930K +$118K +1,679 +16%
IWC
743
Integrated Wealth Concepts
Massachusetts
$929K +$437K +6,237 +103%
PPW
744
Pinnacle Private Wealth
Massachusetts
$926K – – –
EFSCE
745
Enterprise Financial Services Corp (EFSC)
Missouri
$925K -$101K -1,436 -10%
WWM
746
Western Wealth Management
Colorado
$920K -$117K -1,677 -12%
CBN
747
Cadence Bank NA
Texas
$911K – – –
RWA
748
Redhawk Wealth Advisors
Minnesota
$907K +$286K +4,080 +51%
CCM
749
Covington Capital Management
California
$903K -$56.7K -810 -6%
DI
750
Diligent Investors
California
$901K +$280 +4 +0%
28 29
30
31 32