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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
976
Medallion Wealth Advisors
Connecticut
$277K – – –
CP
977
Canopy Partners
Ohio
$277K +$43.5K +868 +19%
PIM
978
Platinum Investment Management
Australia
$277K +$48K +958 +21%
RIA
979
Regal Investment Advisors
Michigan
$277K -$16K -320 -6%
AWMM
980
Aegis Wealth Management (Maryland)
Maryland
$276K +$274K +5,472 New
AWM
981
Aberdeen Wealth Management
Illinois
$275K – – –
CI
982
CX Institutional
Indiana
$275K +$220K +4,387 +411%
PWW
983
Pettyjohn Wood & White
Virginia
$275K -$82.7K -1,650 -23%
AWA
984
A4 Wealth Advisors
North Carolina
$274K +$273K +5,438 New
BFS
985
BridgePort Financial Solutions
Iowa
$274K +$29.8K +594 +12%
CBA
986
Coastal Bridge Advisors
Connecticut
$274K +$1.25K +25 +0.5%
SG
987
Sienna Gestion
France
$273K -$3.79M -75,687 -93%
OL
988
Optas LLC
Texas
$273K +$272K +5,423 New
PCA
989
Pallas Capital Advisors
Massachusetts
$273K +$272K +5,416 New
RPCONE
990
Retirement Planning Company of New England
Rhode Island
$273K +$11K +219 +4%
KA
991
Kovack Advisors
Florida
$273K -$79.3K -1,582 -23%
RA
992
RFG Advisory
Alabama
$272K -$26.4K -527 -9%
ACP
993
Aviance Capital Partners
Florida
$269K +$28.3K +565 +12%
TF
994
Tompkins Financial
New York
$269K -$17.8K -355 -6%
AG
995
AlTi Global
New York
$268K -$5.26K -105 -2%
HFS
996
Hantz Financial Services
Michigan
$268K +$186K +3,715 +232%
CF
997
Centaurus Financial
California
$268K +$266K +5,311 New
IFWM
998
Institute for Wealth Management
Colorado
$268K +$25.4K +507 +11%
AG
999
AmeriFlex Group
Nevada
$268K +$174K +3,479 +190%
SWM
1000
SeaCrest Wealth Management
New York
$268K -$15K -299 -5%
38 39
40
41 42