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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
726
Bond & Devick Financial Network
Minnesota
$1.02M -$12.3K -161 -1%
BW
727
Bison Wealth
Georgia
$1.02M +$2.9K +38 +0.3%
SFS
728
Stiles Financial Services
Minnesota
$1.01M -$1.07K -14 -0.1%
CFMC
729
Curbstone Financial Management Corp
New Hampshire
$1.01M -$15.2K -200 -1%
CFD
730
Creative Financial Designs
Indiana
$1.01M +$112K +1,465 +13%
FNFDCM
731
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1M +$56.6K +743 +6%
PFS
732
Physicians Financial Services
North Carolina
$1M -$19.4K -254 -2%
PWA
733
Primoris Wealth Advisors
Florida
$1M -$3.05K -40 -0.3%
QP
734
Quilter Plc
United Kingdom
$995K -$85.8K -1,125 -8%
HI
735
Human Investing
Oregon
$993K -$64.6K -847 -6%
HC
736
Hoese & Co
Minnesota
$990K – – –
BB
737
Busey Bank
Illinois
$981K -$76 -1 -0%
LFA
738
Lauterbach Financial Advisors
Texas
$981K – – –
V
739
Veritable
Delaware
$980K -$816K -10,700 -46%
BTWM
740
Baker Tilly Wealth Management
Wisconsin
$975K +$27.6K +362 +3%
CFFP
741
Center for Financial Planning
Michigan
$972K – – –
AP
742
Appleton Partners
Massachusetts
$971K +$441K +5,779 +84%
BC
743
Burney Company
Virginia
$969K -$2.51M -32,878 -72%
RMCM
744
Reynders McVeigh Capital Management
Massachusetts
$967K – – –
DA
745
DCM Advisors
New York
$967K -$472K -6,196 -33%
XT
746
XTX Topco
Cayman Islands
$965K +$960K +12,590 New
KWMG
747
King Wealth Management Group
Florida
$960K – – –
SFM
748
Signet Financial Management
New Jersey
$959K +$3.35K +44 +0.4%
EM
749
Excalibur Management
Massachusetts
$954K -$54.3K -712 -5%
EFSCE
750
Enterprise Financial Services Corp (EFSC)
Missouri
$942K +$2.59K +34 +0.3%
28 29
30
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