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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
QT
901
Quantamental Technologies
New York
$577K +$535K +7,641 New
AGA
902
Accuvest Global Advisors
Utah
$574K -$129K -1,841 -19%
FAIM
903
Financial Advocates Investment Management
Washington
$568K -$515K -7,350 -49%
FA
904
FDx Advisors
Illinois
$568K -$167K -2,377 -24%
SFA
905
Souders Financial Advisors
Ohio
$568K +$527K +7,526 New
1SB
906
1ST Source Bank
Indiana
$567K -$17.3K -247 -3%
BG
907
Bollard Group
Massachusetts
$560K +$2.87K +41 +0.6%
BWP
908
BSW Wealth Partners
Colorado
$560K +$36.1K +516 +7%
VCA
909
Verdence Capital Advisors
Maryland
$559K -$275K -3,929 -35%
CCM
910
Carlson Capital Management
Minnesota
$559K -$77.2K -1,102 -13%
PAM
911
Premier Asset Management
Illinois
$557K -$372K -5,307 -42%
FG
912
Foster Group
Iowa
$557K +$4.83K +69 +0.9%
MWM
913
Mission Wealth Management
California
$556K +$289K +4,131 +128%
AWA
914
Alta Wealth Advisors
Massachusetts
$555K -$16.3K -232 -3%
CFO
915
CVA Family Office
Colorado
$554K +$280 +4 +0.1%
SFG
916
Summit Financial Group
West Virginia
$549K – – –
ACIM
917
Azimuth Capital Investment Management
Michigan
$548K +$509K +7,266 New
WH
918
Willner & Heller
California
$545K +$7.36K +105 +1%
FHA
919
First Horizon Advisors
Tennessee
$544K +$33.5K +478 +7%
JIC
920
Johnson Investment Counsel
Ohio
$542K -$25.4K -362 -5%
GBT
921
Grove Bank & Trust
Florida
$542K -$11.1K -159 -2%
IIM
922
Ipswich Investment Management
Massachusetts
$541K +$144K +2,050 +40%
FFM
923
Forum Financial Management
Illinois
$539K +$72.4K +1,034 +17%
TAM
924
Tocqueville Asset Management
New York
$537K – – –
LWM
925
Laidlaw Wealth Management
New York
$537K +$213K +3,044 +75%
35 36
37
38 39