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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
1001
Dubuque Bank & Trust
Iowa
$291K – – –
LTI
1002
Laffer Tengler Investments
Tennessee
$290K +$287K +4,849 New
GWM
1003
Greenwich Wealth Management
Connecticut
$290K +$286K +4,848 New
PG
1004
Patten Group
Tennessee
$287K – – –
NEIRG
1005
New England Investment & Retirement Group
Massachusetts
$287K +$39.7K +671 +16%
TIA
1006
Traphagen Investment Advisors
New Jersey
$285K +$118 +2 +0%
CFO
1007
Collective Family Office
Pennsylvania
$285K -$56.1K -950 -17%
SP
1008
Successful Portfolios
Florida
$284K -$2.96K -50 -1%
CAM
1009
Campion Asset Management
Virginia
$284K – – –
LWM
1010
Loveless Wealth Management
Montana
$282K +$279K +4,715 New
COCM
1011
Charter Oak Capital Management
New Hampshire
$281K – – –
MW
1012
Marcum Wealth
Ohio
$281K +$4.91K +83 +2%
RFN
1013
RDA Financial Network
Iowa
$281K +$277K +4,695 New
BS
1014
Boenning & Scattergood
Pennsylvania
$279K -$26.4K -447 -9%
SWA
1015
SFMG Wealth Advisors
Texas
$276K +$20.4K +345 +8%
MWM
1016
Mission Wealth Management
California
$275K -$148K -2,506 -35%
SCM
1017
Shelton Capital Management
Colorado
$275K -$11.8K -200 -4%
FMB
1018
Field & Main Bank
Kentucky
$275K -$6.8K -115 -2%
PCM
1019
Prelude Capital Management
New York
$275K +$272K +4,599 New
APP
1020
Alpha Paradigm Partners
Illinois
$273K -$338K -5,717 -56%
MFG
1021
MidWestOne Financial Group
Iowa
$273K -$59.1K -1,000 -18%
CAG
1022
Crestwood Advisors Group
Massachusetts
$273K – – –
YWP
1023
YorkBridge Wealth Partners
New York
$271K – – –
GIA
1024
Gateway Investment Advisers
Ohio
$268K +$16.1K +272 +6%
CBA
1025
Coastal Bridge Advisors
Connecticut
$267K -$101K -1,712 -28%
39 40
41
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