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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
726
Curbstone Financial Management Corp
New Hampshire
$1.01M -$15.2K -200 -1%
CFD
727
Creative Financial Designs
Indiana
$1.01M +$112K +1,465 +13%
FNFDCM
728
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1M +$56.6K +743 +6%
PFS
729
Physicians Financial Services
North Carolina
$1M -$19.4K -254 -2%
PWA
730
Primoris Wealth Advisors
Florida
$1M -$3.05K -40 -0.3%
QP
731
Quilter Plc
United Kingdom
$995K -$85.8K -1,125 -8%
HI
732
Human Investing
Oregon
$993K -$64.6K -847 -6%
HC
733
Hoese & Co
Minnesota
$990K – – –
BB
734
Busey Bank
Illinois
$981K -$76 -1 -0%
LFA
735
Lauterbach Financial Advisors
Texas
$981K – – –
V
736
Veritable
Delaware
$980K -$816K -10,700 -46%
BTWM
737
Baker Tilly Wealth Management
Wisconsin
$975K +$27.6K +362 +3%
CFFP
738
Center for Financial Planning
Michigan
$972K – – –
AP
739
Appleton Partners
Massachusetts
$971K +$441K +5,779 +84%
BC
740
Burney Company
Virginia
$969K -$2.51M -32,878 -72%
RMCM
741
Reynders McVeigh Capital Management
Massachusetts
$967K – – –
DA
742
DCM Advisors
New York
$967K -$472K -6,196 -33%
XT
743
XTX Topco
Cayman Islands
$965K +$960K +12,590 New
KWMG
744
King Wealth Management Group
Florida
$960K – – –
SFM
745
Signet Financial Management
New Jersey
$959K +$3.35K +44 +0.4%
EM
746
Excalibur Management
Massachusetts
$954K -$54.3K -712 -5%
EFSCE
747
Enterprise Financial Services Corp (EFSC)
Missouri
$942K +$2.59K +34 +0.3%
HCM
748
Howland Capital Management
Massachusetts
$942K +$69.4K +911 +8%
MME
749
Meag Munich Ergo
Germany
$942K +$938K +12,300 New
BIM
750
Bridges Investment Management
Nebraska
$938K -$168K -2,200 -15%
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30
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