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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
Calton & Associates
Florida
$206K +$205K +5,923 New
ERSOT
977
Employees Retirement System of Texas
Texas
$205K – – –
CT
978
Chicago Trust
Illinois
$205K +$203K +5,885 New
QFW
979
QTR Family Wealth
Florida
$204K +$203K +5,869 New
PAG
980
Powers Advisory Group
Illinois
$204K -$69.5K -2,013 -26%
MAWA
981
Moss Adams Wealth Advisors
Washington
$204K +$202K +5,849 New
SFC
982
SYM Financial Corp
Indiana
$203K +$202K +5,839 New
TWIM
983
TIAA Wealth Investment Management
New York
$203K +$23.9K +693 +13%
TPA
984
Trivium Point Advisory
Connecticut
$201K -$11.5K -333 -5%
AWMM
985
Aegis Wealth Management (Maryland)
Maryland
$201K +$199K +5,768 New
SM
986
Sciencast Management
New Jersey
$200K +$199K +5,756 New
QPBE
987
Quintet Private Bank (Europe)
Luxembourg
$199K – – –
CA
988
Continuum Advisory
Idaho
$198K +$196K +5,679 New
PAM
989
Parvin Asset Management
South Dakota
$197K +$182K +5,275 +1,319%
DMBA
990
Deseret Mutual Benefit Administrators
Utah
$197K -$3.97K -115 -2%
MWA
991
Medallion Wealth Advisors
Connecticut
$194K +$7.8K +226 +4%
UCB
992
United Community Bank
South Carolina
$191K – – –
TF
993
Tompkins Financial
New York
$190K +$4.97K +144 +3%
AWM
994
Aberdeen Wealth Management
Illinois
$188K – – –
LI
995
LRI Investments
Florida
$182K +$63.2K +1,829 +54%
NS
996
NBC Securities
Alabama
$181K +$44.3K +1,282 +33%
HFM
997
Hartford Financial Management
Connecticut
$174K +$34.5K +1,000 +25%
TWC
998
TD Waterhouse Canada
Ontario, Canada
$171K +$59.2K +1,714 +61%
QC
999
Quent Capital
New York
$161K +$103K +2,970 +178%
BWL
1000
Bogart Wealth LLC
Virginia
$161K +$13.2K +383 +9%
38 39
40
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