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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
951
FAS Wealth Partners
Kansas
$288K +$295K +6,200 New
RPCONE
952
Retirement Planning Company of New England
Rhode Island
$288K +$36.6K +770 +14%
UPS
953
UHLMANN PRICE SECURITIES
Illinois
$287K +$293K +6,175 New
CIA
954
Cladis Investment Advisory
Montana
$287K -$71.3K -1,500 -20%
KP
955
Keel Point
Alabama
$287K -$99.8K -2,100 -25%
BPWM
956
Badgley Phelps Wealth Managers
Washington
$285K -$9.22K -194 -3%
TCWA
957
Turtle Creek Wealth Advisors
Texas
$284K -$164K -3,460 -36%
BOPW
958
Brandywine Oak Private Wealth
Pennsylvania
$284K – – –
BFO
959
Biltmore Family Office
North Carolina
$284K -$8.32K -175 -3%
TCA
960
Transcend Capital Advisors
New Jersey
$283K +$289K +6,089 New
AT
961
Avalon Trust
New Mexico
$282K -$87.5K -1,841 -23%
BIA
962
Barry Investment Advisors
Massachusetts
$281K -$101K -2,117 -26%
PWAM
963
Private Wealth Asset Management
Iowa
$281K -$67.5K -1,420 -19%
FM
964
Family Management
New York
$280K +$96.6K +2,032 +51%
USCWA
965
U.S. Capital Wealth Advisors
Texas
$280K -$201K -4,225 -41%
CS
966
Capital Square
Tennessee
$280K -$49.6K -1,044 -15%
PWM
967
Partnership Wealth Management
Maryland
$279K – – –
AFM
968
Armstrong Fleming & Moore
District of Columbia
$278K – – –
LIA
969
Lynx Investment Advisory
District of Columbia
$277K +$283K +5,952 New
TFS
970
Thoroughbred Financial Services
Tennessee
$275K -$14.2K -299 -5%
1SB
971
1ST Source Bank
Indiana
$274K -$20.7K -435 -7%
ZF
972
Zhang Financial
Michigan
$273K +$7.94K +167 +3%
JCM
973
J2 Capital Management
Michigan
$273K -$46.4K -976 -14%
FMI
974
Frec Markets Inc
California
$272K +$278K +5,846 New
GT
975
Glenview Trust
Kentucky
$272K +$85.5K +1,799 +44%
37 38
39
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