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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
776
Spinnaker Trust
Maine
$682K – – –
CWM
777
Concentrum Wealth Management
California
$680K -$13.1K -191 -2%
NERM
778
New England Research & Management
Illinois
$678K -$27.5K -400 -4%
TSS
779
Two Sigma Securities
New York
$677K +$391K +5,688 +113%
ZIC
780
ZWJ Investment Counsel
Georgia
$671K – – –
JIR
781
James Investment Research
Ohio
$670K -$5.63K -82 -0.8%
TAM
782
Trillium Asset Management
Massachusetts
$665K -$5.42K -79 -0.7%
DWM
783
Diversify Wealth Management
Utah
$662K +$666K +9,697 New
SAM
784
Strategy Asset Managers
California
$661K +$592K +8,622 New
SWA
785
Stratos Wealth Advisors
Ohio
$660K +$64.4K +938 +10%
WI
786
Wedgewood Investors
Pennsylvania
$659K +$715K +10,418 New
AUB
787
Atlantic Union Bankshares
Virginia
$659K +$715K +10,410 New
PTC
788
Private Trust Company
Ohio
$650K – – –
SFM
789
Signet Financial Management
New Jersey
$650K +$3.43K +50 +0.5%
RPC
790
Rossmore Private Capital
Connecticut
$648K – – –
TI
791
TrueMark Investments
Illinois
$643K +$698K +10,159 New
H
792
HoyleCohen
California
$639K -$82.4K -1,200 -11%
SAM
793
Sawgrass Asset Management
Florida
$638K -$82.5K -1,202 -11%
RGF
794
Retirement Guys Formula
Ohio
$634K -$17.1K -249 -2%
PTC
795
Philadelphia Trust Company
Pennsylvania
$633K -$22.3K -325 -3%
GWAM
796
Guardian Wealth Advisors (Minnesota)
Minnesota
$633K -$5.36K -78 -0.8%
AAIM
797
American Assets Investment Management
California
$633K – – –
AA
798
Advisory Alpha
Michigan
$629K -$25.6K -373 -4%
SW
799
SlateStone Wealth
Florida
$629K +$70.5K +1,027 +12%
FWM
800
Forza Wealth Management
Florida
$624K +$20.6K +300 +3%
30 31
32
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