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General Mills

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
951
Lido Advisors
California
$501K -$139K -1,984 -23%
SPWM
952
Spartan Planning & Wealth Management
North Carolina
$500K +$206K +2,944 +80%
AWC
953
Abundance Wealth Counselors
Pennsylvania
$499K +$29.5K +421 +7%
PL
954
Plancorp LLC
Missouri
$498K -$17.1K -244 -4%
MCM
955
Magnolia Capital Management
New York
$498K – – –
CWA
956
Capital Wealth Alliance
Arizona
$497K +$7.21K +103 +2%
FCIM
957
Fairview Capital Investment Management
California
$497K +$462K +6,600 New
PFS
958
Prospera Financial Services
Texas
$496K -$219K -3,126 -32%
ACA
959
Atlas Capital Advisors
Wyoming
$493K +$10.5K +150 +2%
JC
960
JB Capital
Connecticut
$493K -$70 -1 -0%
BFO
961
Biltmore Family Office
North Carolina
$492K – – –
KMWM
962
Keudell/Morrison Wealth Management
Oregon
$491K -$92.3K -1,317 -17%
NW
963
NewEdge Wealth
Pennsylvania
$491K +$456K +6,503 New
SFA
964
Sequoia Financial Advisors
Ohio
$489K +$43.2K +617 +11%
GP
965
Geneva Partners
Wisconsin
$487K -$10.5K -150 -2%
CWA
966
Clearview Wealth Advisors
Oregon
$487K -$1.12K -16 -0.2%
BPWM
967
Badgley Phelps Wealth Managers
Washington
$487K – – –
PA
968
Profund Advisors
Maryland
$480K -$149K -2,134 -25%
OC
969
Oakworth Capital
Alabama
$479K -$2.1K -30 -0.5%
RP
970
Rice Partnership
Hawaii
$478K -$45.3K -646 -9%
PCIA
971
Prime Capital Investment Advisors
Kansas
$477K +$153K +2,189 +53%
KWS
972
Keystone Wealth Services
California
$476K +$29.3K +418 +7%
SWM
973
Silverlake Wealth Management
Vermont
$475K -$13.6K -194 -3%
GLA
974
Good Life Advisors
Pennsylvania
$473K -$3.99K -57 -0.9%
LIM
975
Longfellow Investment Management
Massachusetts
$472K -$378K -5,393 -46%