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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1001
Burney Company
Virginia
$285K -$403K -7,307 -57%
CCA
1002
Checchi Capital Advisers
California
$283K -$55.6K -1,007 -16%
QPWM
1003
Quadrant Private Wealth Management
Pennsylvania
$283K -$110 -2 -0%
TPW
1004
Talon Private Wealth
Florida
$283K +$58.8K +1,065 +24%
AWM
1005
Aberdeen Wealth Management
Illinois
$283K – – –
1WM
1006
1858 Wealth Management
Ohio
$282K – – –
CGL
1007
Clarius Group LLC
Washington
$281K +$36.4K +659 +14%
AG
1008
AlTi Global
New York
$281K +$18.4K +334 +7%
JSSH
1009
J. Safra Sarasin Holding
$280K +$299K +5,410 New
CBA
1010
Coastal Bridge Advisors
Connecticut
$280K -$5.57K -101 -2%
MYIA
1011
Mount Yale Investment Advisors
Colorado
$279K -$717 -13 -0.2%
FWTB
1012
First Western Trust Bank
Colorado
$279K +$88.2K +1,598 +42%
SL
1013
Summitry LLC
California
$279K +$297K +5,380 New
KA
1014
Klingman & Associates
New York
$278K -$3.97K -72 -1%
FHA
1015
First Horizon Advisors
Tennessee
$276K -$23.2K -421 -7%
CNBOF
1016
City National Bank of Florida
Florida
$275K +$43.8K +793 +18%
IAIM
1017
International Assets Investment Management
Florida
$274K -$31K -562 -10%
CI
1018
Cigna Investments
Connecticut
$274K -$12.6K -228 -4%
LBC
1019
Leigh Baldwin & Co
New York
$272K +$290K +5,249 New
CA
1020
Continuum Advisory
Idaho
$272K +$46.8K +849 +19%
LBC
1021
Lowe Brockenbrough & Co
Virginia
$270K -$20.3K -367 -7%
AFG
1022
Allegheny Financial Group
Pennsylvania
$270K -$55.1K -999 -16%
TA
1023
Tectonic Advisors
Texas
$270K +$3.04K +55 +1%
TWM
1024
Thrive Wealth Management
Pennsylvania
$269K -$717 -13 -0.2%
RPCONE
1025
Retirement Planning Company of New England
Rhode Island
$269K +$12.1K +220 +4%
39 40
41
42 43