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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1001
Meeder Asset Management
Ohio
$317K -$6.48M -107,161 -95%
FFIC
1002
First Fiduciary Investment Counsel
Ohio
$317K – – –
MA
1003
Montag & Associates
Georgia
$317K – – –
ICM
1004
IMS Capital Management
Oregon
$317K +$326K +5,393 New
IWS
1005
Insight Wealth Strategies
California
$316K -$27.7K -458 -8%
LCS
1006
Levin Capital Strategies
New York
$315K -$49K -810 -13%
BHBT
1007
Burke & Herbert Bank & Trust
Virginia
$315K – – –
NAM
1008
NTV Asset Management
West Virginia
$315K – – –
CT
1009
Caldwell Trust
Florida
$313K +$14.5K +240 +5%
SFA
1010
Sequoia Financial Advisors
Ohio
$313K +$18.8K +310 +6%
EHC
1011
Everett Harris & Co
California
$311K +$6.78K +112 +2%
IFWM
1012
Institute for Wealth Management
Colorado
$309K -$10.3K -170 -3%
HL
1013
HeadInvest LLC
Maine
$307K +$40.2K +665 +15%
WFM
1014
Wolff Financial Management
Michigan
$306K – – –
GSBTD
1015
Glenview State Bank Trust Department
Illinois
$306K +$50.5K +835 +19%
SM
1016
Sciencast Management
New Jersey
$306K +$313K +5,177 New
EFS
1017
Essex Financial Services
Connecticut
$305K -$18.7K -309 -6%
SCM
1018
Shelton Capital Management
Colorado
$304K – – –
WA
1019
WBH Advisory
Maryland
$301K -$23.3K -385 -7%
KOMWMG
1020
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$301K +$786 +13 +0.3%
CWS
1021
Cypress Wealth Services
California
$301K +$310K +5,123 New
PFG
1022
Piershale Financial Group
Illinois
$300K +$2.6K +43 +0.9%
UBV
1023
United Bank (Virginia)
Virginia
$300K +$66.5K +1,100 +28%
FNBTCON
1024
First National Bank & Trust Co of Newtown
Pennsylvania
$299K – – –
ITIM
1025
Indiana Trust & Investment Management
Indiana
$299K – – –
39 40
41
42 43