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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1026
Institute for Wealth Management
Colorado
$384K +$12.7K +184 +4%
CGL
1027
Clarius Group LLC
Washington
$381K -$136K -1,961 -27%
CPIG
1028
Chicago Partners Investment Group
Illinois
$380K +$105K +1,513 +38%
DA
1029
Detalus Advisors
Missouri
$380K -$485 -7 -0.1%
WP
1030
Westmount Partners
California
$380K +$1.66K +24 +0.5%
FNBTCON
1031
First National Bank & Trust Co of Newtown
Pennsylvania
$377K – – –
RIA
1032
Regal Investment Advisors
Michigan
$376K -$2.49K -36 -0.7%
CSC
1033
Caldwell Sutter Capital
California
$376K -$11.7K -169 -3%
TAM
1034
Tocqueville Asset Management
New York
$375K -$89.2K -1,288 -20%
SWM
1035
SeaCrest Wealth Management
New York
$375K +$2.01K +29 +0.6%
TA
1036
Tectonic Advisors
Texas
$373K +$3.12K +45 +0.9%
QWM
1037
Quadcap Wealth Management
Texas
$373K -$3.74K -54 -1%
CAG
1038
Crestwood Advisors Group
Massachusetts
$372K +$17.9K +258 +5%
SA
1039
SpiderRock Advisors
Delaware
$371K -$120K -1,730 -26%
CP
1040
Canopy Partners
Ohio
$370K -$3.53K -51 -1%
RPCONE
1041
Retirement Planning Company of New England
Rhode Island
$369K +$4.37K +63 +1%
DI
1042
Disciplined Investments
Oklahoma
$368K -$41.6K -600 -11%
HI
1043
Human Investing
Oregon
$367K -$84.4K -1,218 -20%
HL
1044
HeadInvest LLC
Maine
$367K – – –
LWP
1045
LMG Wealth Partners
Louisiana
$364K +$341K +4,925 New
GLA
1046
Great Lakes Advisors
Illinois
$362K +$339K +4,897 New
CTWM
1047
Cherry Tree Wealth Management
Minnesota
$360K +$2.77K +40 +0.8%
HB
1048
HTLF Bank
Colorado
$360K – – –
AA
1049
Auxano Advisors
Washington
$359K – – –
LTI
1050
Laffer Tengler Investments
Tennessee
$358K – – –
40 41
42
43 44