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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Empirical Wealth Management
Washington
$503K -$89.4K -1,046 -14%
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$502K -$6.41K -75 -1%
JC
1003
JB Capital
Connecticut
$502K – – –
PIM
1004
Penobscot Investment Management
Massachusetts
$500K +$17.1K +200 +3%
BFO
1005
Biltmore Family Office
North Carolina
$500K -$3.85K -45 -0.7%
IWM
1006
IHT Wealth Management
Illinois
$499K +$59.3K +694 +12%
ZF
1007
Zhang Financial
Michigan
$499K +$256 +3 +0%
CAG
1008
Crestwood Advisors Group
Massachusetts
$498K -$39.9K -467 -7%
CAAS
1009
Capital Asset Advisory Services
Michigan
$498K -$152K -1,778 -21%
TWM
1010
Thrive Wealth Management
Pennsylvania
$497K +$12.7K +149 +2%
BG
1011
Bollard Group
Massachusetts
$494K +$4.19K +49 +0.8%
KWS
1012
Keystone Wealth Services
California
$490K -$84.1K -984 -13%
BPWM
1013
Badgley Phelps Wealth Managers
Washington
$488K -$21.6K -253 -4%
ACA
1014
Atlas Capital Advisors
Wyoming
$488K -$8.38K -98 -2%
LCGC
1015
Legacy Capital Group California
California
$485K +$15.6K +183 +3%
FAG
1016
Fortitude Advisory Group
Washington
$484K -$56.1K -656 -9%
OFG
1017
OmniStar Financial Group
North Carolina
$482K +$12.6K +148 +2%
CPC
1018
Congress Park Capital
New York
$476K – – –
AP
1019
Advisors Preferred
Maryland
$474K +$526K +6,150 New
RGF
1020
Retirement Guys Formula
Ohio
$473K +$1.2K +14 +0.2%
ACP
1021
Arcus Capital Partners
Georgia
$471K – – –
AFG
1022
Allegheny Financial Group
Pennsylvania
$470K -$15.1K -177 -3%
FFA
1023
Fragasso Financial Advisors
Pennsylvania
$470K +$68.9K +806 +15%
AA
1024
Advisory Alpha
Michigan
$469K +$2.48K +29 +0.5%
OHWA
1025
Oak Hill Wealth Advisors
Virginia
$469K – – –
39 40
41
42 43