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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
926
JFS Wealth Advisors
Pennsylvania
$326K -$1.75K -35 -0.5%
LI
927
Latash Investments
Alaska
$324K – – –
MG
928
Mather Group
Illinois
$324K -$645K -12,869 -67%
GWSG
929
GPS Wealth Strategies Group
Colorado
$323K -$60.2K -1,200 -16%
MIM
930
Marco Investment Management
Georgia
$323K -$65.2K -1,300 -17%
CIC
931
Crawford Investment Counsel
Georgia
$323K -$12.5K -250 -4%
BB
932
Busey Bank
Illinois
$320K +$60.2K +1,200 +23%
1SB
933
1ST Source Bank
Indiana
$319K – – –
BPWM
934
Badgley Phelps Wealth Managers
Washington
$319K +$4.56K +91 +1%
SP
935
SIH Partners
Delaware
$317K +$316K +6,296 New
BFO
936
Biltmore Family Office
North Carolina
$316K -$5.77K -115 -2%
KA
937
Klingman & Associates
New York
$316K +$44.6K +889 +17%
WWMSC
938
Wagner Wealth Management (South Carolina)
South Carolina
$316K -$33.7K -673 -10%
OHWA
939
Oak Hill Wealth Advisors
Virginia
$315K – – –
EHC
940
Everett Harris & Co
California
$313K – – –
TFS
941
Thoroughbred Financial Services
Tennessee
$313K -$141K -2,818 -31%
LI
942
LifeWealth Investments
Florida
$311K -$43.5K -868 -12%
AHC
943
Adell Harriman & Carpenter
Texas
$311K -$21.5K -428 -6%
WAP
944
Wealthcare Advisory Partners
Pennsylvania
$309K -$45.3K -903 -13%
V
945
VeraBank
Texas
$308K +$10K +200 +3%
AFG
946
Atomi Financial Group
New York
$308K +$88.4K +1,764 +41%
VVP
947
Venture Visionary Partners
Ohio
$308K -$10K -200 -3%
BOPW
948
Brandywine Oak Private Wealth
Pennsylvania
$308K -$114K -2,264 -27%
SWA
949
Strata Wealth Advisors
Texas
$306K +$305K +6,074 New
AC
950
AlphaCore Capital
California
$306K +$187K +3,720 +159%
36 37
38
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