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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1051
OneDigital Investment Advisors
Kansas
$79K – – –
MYIA
1052
Mount Yale Investment Advisors
Colorado
$76K +$63.5K +1,402 +430%
OSNBOA
1053
Old Second National Bank of Aurora
Illinois
$75K – – –
MNBTD
1054
Moody National Bank Trust Division
Texas
$74K +$78.1K +1,725 New
MCM
1055
Monument Capital Management
Virginia
$74K +$78.3K +1,730 New
GLI
1056
Guardian Life Insurance
New York
$72K +$2.08K +46 +3%
AA
1057
Ancora Advisors
Ohio
$72K +$76.1K +1,680 New
WSTAM
1058
Wilbanks Smith & Thomas Asset Management
Virginia
$71K +$75.3K +1,664 New
KF
1059
Krilogy Financial
Missouri
$69K +$72.4K +1,598 New
FLI
1060
Family Legacy Inc
South Carolina
$68K +$3.98K +88 +6%
JWA
1061
JFS Wealth Advisors
Pennsylvania
$67K -$1.99K -44 -3%
JA
1062
JOYN Advisors
Georgia
$64K -$10.1K -222 -13%
ADL
1063
Asset Dedication LLC
California
$63K – – –
BWL
1064
Bogart Wealth LLC
Virginia
$61K +$6.75K +149 +12%
IP
1065
Isthmus Partners
Wisconsin
$60K – – –
CAW
1066
Cornerstone Advisors (Washington)
Washington
$60K +$12.7K +281 +25%
BAMG
1067
Brand Asset Management Group
Missouri
$58K – – –
KA
1068
Kaizen Advisory
Illinois
$58K – – –
CWA
1069
Clarus Wealth Advisors
Arizona
$58K +$50.9K +1,124 +489%
EWM
1070
Elmwood Wealth Management
California
$57.1K – – –
CHP
1071
Cable Hill Partners
Oregon
$55K – – –
LFG
1072
LifePlan Financial Group
Ohio
$55K – – –
PCM
1073
Princeton Capital Management
New Jersey
$54K – – –
GI
1074
Gradient Investments
Minnesota
$53K -$5.61K -124 -9%
MCM
1075
Manchester Capital Management
Vermont
$52K -$22K -485 -28%
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43
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