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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
751
Impact Partnership Wealth
Georgia
$760K +$800K +11,920 New
PIA
752
Powell Investment Advisors
Florida
$760K +$4.83K +72 +0.6%
NIM
753
Northeast Investment Management
Massachusetts
$755K – – –
RGF
754
Retirement Guys Formula
Ohio
$751K +$69.9K +1,042 +10%
SLI
755
Sumitomo Life Insurance
Japan
$747K -$44.1K -657 -5%
CA
756
Crewe Advisors
Utah
$746K -$21.8K -325 -3%
EFSCE
757
Enterprise Financial Services Corp (EFSC)
Missouri
$746K +$1.01K +15 +0.1%
A
758
Allianz
Germany
$743K +$782K +11,650 New
FNFDCM
759
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$741K -$49.1K -732 -6%
PWG
760
Portside Wealth Group
Utah
$740K +$213K +3,168 +38%
DAC
761
Dividend Assets Capital
South Carolina
$740K -$74.3K -1,108 -9%
MAM
762
Mystic Asset Management
Rhode Island
$737K +$1.34K +20 +0.2%
DAS
763
Diversify Advisory Services
Utah
$735K -$204K -3,046 -20%
SDWIA
764
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$731K +$149K +2,220 +24%
RGC
765
Roberts, Glore & Co
Illinois
$730K -$1.74K -26 -0.2%
WWM
766
WJ Wealth Management
Arizona
$727K – – –
FWM
767
Forza Wealth Management
Florida
$725K +$32.3K +481 +4%
VBCG
768
Valley Brook Capital Group
Pennsylvania
$722K -$40.6K -605 -5%
SC
769
Savoie Capital
Illinois
$721K – – –
HCM
770
Howland Capital Management
Massachusetts
$721K -$19.9K -297 -3%
SW
771
SlateStone Wealth
Florida
$721K +$32.1K +478 +4%
PJSIMP
772
P.J. Schmidt Investment Management (PJS)
Wisconsin
$719K – – –
PTC
773
Private Trust Company
Ohio
$718K +$37.8K +564 +5%
SPWM
774
Schrum Private Wealth Management
Florida
$716K -$848K -12,635 -53%
MCM
775
Mengis Capital Management
Oregon
$716K +$3.82K +57 +0.5%
29 30
31
32 33