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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
976
Private Wealth Asset Management
Iowa
$159K -$77.5K -1,784 -29%
BWL
977
Bogart Wealth LLC
Virginia
$158K -$174 -4 -0.1%
CF
978
Centaurus Financial
California
$149K – – –
HFM
979
Hartford Financial Management
Connecticut
$149K – – –
NS
980
NBC Securities
Alabama
$146K +$35.7K +822 +26%
FDP
981
Financiere des Professionnels
Quebec, Canada
$145K +$86.8K +2,000 +105%
BWA
982
Basecamp Wealth Advisors
Washington
$142K +$26K +599 +19%
AW
983
Ankerstar Wealth
Texas
$141K +$66.2K +1,524 +67%
CFM
984
Cornerstone Financial Management
Massachusetts
$139K +$4.69K +108 +3%
MCM
985
MV Capital Management
Maryland
$137K -$28.9K -666 -15%
RFS
986
Richardson Financial Services
Massachusetts
$136K +$5.64K +130 +4%
MEG
987
Millstone Evans Group
Colorado
$135K – – –
CTWM
988
Cherry Tree Wealth Management
Minnesota
$134K +$1.95K +45 +1%
MA
989
MCF Advisors
Kentucky
$132K +$1.04K +24 +0.7%
LI
990
LRI Investments
Florida
$126K – – –
RF
991
Rossby Financial
Florida
$123K +$868 +20 +0.6%
SMBT
992
Southern Michigan Bank & Trust
Michigan
$122K +$142K +3,275 New
HNW
993
High Note Wealth
Minnesota
$121K -$391 -9 -0.3%
CT
994
Caldwell Trust
Florida
$119K -$2.17K -50 -2%
BG
995
Bollard Group
Massachusetts
$119K -$22.3K -513 -14%
SS
996
Sunbelt Securities
Texas
$118K +$6.51K +150 +5%
BWM
997
Bullock Wealth Management
Indiana
$117K +$1.09K +25 +0.8%
CI
998
CX Institutional
Indiana
$113K -$94.7K -2,180 -42%
DSC
999
Duncker Streett & Co
Missouri
$109K -$4.86K -112 -4%
IGAM
1000
iA Global Asset Management
Quebec, Canada
$108K +$126K +2,899 New
38 39
40
41 42