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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1001
Piershale Financial Group
Illinois
$269K +$2.37K +44 +0.9%
SP
1002
Successful Portfolios
Florida
$269K +$24.3K +451 +10%
FPS
1003
Fieldpoint Private Securities
Connecticut
$268K -$9.97K -185 -4%
AFM
1004
Abbot Financial Management
Massachusetts
$268K -$9.43K -175 -3%
RAM
1005
Roanoke Asset Management
New Jersey
$268K – – –
CWS
1006
Cypress Wealth Services
California
$266K +$6.25K +116 +2%
WANY
1007
Wealthspire Advisors (New York)
New York
$266K +$261K +4,834 New
AI
1008
ArchPoint Investors
Florida
$261K – – –
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$261K +$16.9K +314 +7%
WWM
1010
Western Wealth Management
Colorado
$260K -$31K -575 -11%
AWM
1011
Avior Wealth Management
Nebraska
$260K -$54 -1 -0%
ZAM
1012
Zevin Asset Management
Massachusetts
$260K – – –
AIM
1013
Anchor Investment Management
South Carolina
$260K – – –
P
1014
Pitcairn
Pennsylvania
$259K -$104K -1,932 -29%
HL
1015
HeadInvest LLC
Maine
$259K – – –
HKAM
1016
Horizon Kinetics Asset Management
New York
$259K – – –
FIM
1017
Freedom Investment Management
Connecticut
$259K +$17K +316 +7%
WCA
1018
Westover Capital Advisors
Delaware
$259K +$254K +4,705 New
UBV
1019
United Bank (Virginia)
Virginia
$257K – – –
FA
1020
FCG Advisors
New Jersey
$254K +$15.7K +291 +7%
CAG
1021
Crestwood Advisors Group
Massachusetts
$252K -$4.04K -75 -2%
AWA
1022
AmeriServ Wealth Advisors
Pennsylvania
$252K – – –
VFPI
1023
Vantage Financial Partners (Illinois)
Illinois
$251K -$399K -7,400 -62%
FAN
1024
Financial Advisors Network
California
$248K +$9.59K +178 +4%
FB
1025
Fulton Bank
Pennsylvania
$247K -$669K -12,409 -73%
39 40
41
42 43