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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1026
Cooke & Bieler
Pennsylvania
$252K – – –
MBT
1027
Montecito Bank & Trust
California
$252K +$250K +4,994 New
DWM
1028
Drive Wealth Management
Utah
$252K +$250K +4,991 New
CPCPP
1029
Canada Post Corporation Pension Plan
Canada
$252K -$150K -3,000 -37%
CWG
1030
Cornerstone Wealth Group
North Carolina
$250K +$53.9K +1,074 +28%
AWAU
1031
Alliance Wealth Advisors (Utah)
Utah
$250K +$10.6K +212 +4%
CTWM
1032
Cherry Tree Wealth Management
Minnesota
$250K -$50 -1 -0%
EW
1033
Elyxium Wealth
California
$249K -$129K -2,577 -34%
KCP
1034
Kera Capital Partners
California
$248K +$31.2K +623 +15%
BBA
1035
BLB&B Advisors
Pennsylvania
$248K -$7.42K -148 -3%
CWP
1036
Cyndeo Wealth Partners
Florida
$246K -$13.8K -276 -5%
JIC
1037
Joel Isaacson & Co
New York
$246K – – –
AIP
1038
Ameritas Investment Partners
Nebraska
$246K -$14.8K -295 -6%
PCA
1039
Purkiss Capital Advisors
Connecticut
$245K – – –
AWS
1040
Arkfeld Wealth Strategies
Nebraska
$243K +$32.4K +646 +15%
FMLI
1041
Fukoku Mutual Life Insurance
Japan
$243K +$32.5K +648 +16%
CA
1042
Continuum Advisory
Idaho
$243K -$22K -438 -8%
ACIM
1043
Azimuth Capital Investment Management
Michigan
$243K +$6.27K +125 +3%
RTC
1044
Real Talk Capital
Tennessee
$242K +$1.45K +29 +0.6%
ET
1045
Equitable Trust
Tennessee
$242K – – –
FAM
1046
Formidable Asset Management
Ohio
$242K -$114K -2,279 -33%
GHA
1047
GW Henssler & Associates
Georgia
$240K +$239K +4,766 New
IP
1048
Investment Partners
Ohio
$240K +$1.6K +32 +0.7%
TPCW
1049
TD Private Client Wealth
New York
$240K -$79.4K -1,584 -25%
QWM
1050
Quadcap Wealth Management
Texas
$239K -$1.85K -37 -0.8%
40 41
42
43 44