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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
Advisory Alpha
Michigan
$722K +$100K +1,541 +18%
CBNLCF
802
Cognios Beta Neutral Large Cap Fund
Kansas
$722K -$54.9K -843 -8%
BMC
803
Beaton Management Company
Massachusetts
$721K -$6.51K -100 -1%
KF
804
Krilogy Financial
Missouri
$720K +$11.5K +177 +2%
PTC
805
Private Trust Company
Ohio
$719K +$9.12K +140 +1%
RGF
806
Retirement Guys Formula
Ohio
$718K +$203K +3,123 +44%
CL
807
Choreo LLC
Illinois
$718K -$96K -1,474 -13%
RPC
808
Rossmore Private Capital
Connecticut
$716K -$8.79K -135 -1%
MGIA
809
Moneta Group Investment Advisors
Missouri
$716K +$71.5K +1,098 +12%
SFM
810
Signet Financial Management
New Jersey
$716K -$8.33K -128 -1%
IW
811
Imprint Wealth
South Carolina
$714K +$25.9K +398 +4%
GIP
812
Granite Investment Partners
California
$708K – – –
GWAM
813
Guardian Wealth Advisors (Minnesota)
Minnesota
$706K +$31.7K +487 +5%
TFS
814
Thoroughbred Financial Services
Tennessee
$705K -$197K -3,021 -23%
AHC
815
Adell Harriman & Carpenter
Texas
$703K -$95.3K -1,464 -13%
AAIM
816
American Assets Investment Management
California
$700K – – –
MWM
817
Maltin Wealth Management
New Jersey
$697K +$2.21K +34 +0.3%
VCA
818
Verdence Capital Advisors
Maryland
$692K +$644K +9,888 New
BL
819
Balentine LLC
Georgia
$690K -$814K -12,502 -56%
LWL
820
Leo Wealth LLC
Texas
$689K -$9.57K -147 -1%
APP
821
Avantax Planning Partners
Iowa
$686K +$32.2K +495 +5%
EIP
822
Epoch Investment Partners
New York
$682K +$7.88K +121 +1%
DLA
823
Douglas Lane & Associates
New York
$679K +$31.9K +490 +5%
LBWM
824
Left Brain Wealth Management
Illinois
$676K -$132K -2,030 -17%
SFG
825
SevenBridge Financial Group
Pennsylvania
$673K -$310K -4,755 -33%
31 32
33
34 35