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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1051
High Note Wealth
Minnesota
$306K +$22K +366 +8%
FNBTCON
1052
First National Bank & Trust Co of Newtown
Pennsylvania
$305K – – –
AG
1053
AlTi Global
New York
$304K -$3.31M -55,084 -92%
RTC
1054
Real Talk Capital
Tennessee
$302K +$120 +2 +0%
CB
1055
Cooke & Bieler
Pennsylvania
$299K -$582K -9,690 -66%
RPCONE
1056
Retirement Planning Company of New England
Rhode Island
$298K +$1.32K +22 +0.4%
CTWM
1057
Cherry Tree Wealth Management
Minnesota
$297K +$2.64K +44 +0.9%
FFS
1058
Founders Financial Securities
Maryland
$295K -$4.81K -80 -1%
WP
1059
Westmount Partners
California
$295K -$13.8K -230 -4%
LP
1060
LMR Partners
United Kingdom
$295K +$296K +4,926 New
CCFCSB
1061
Cape Cod Five Cents Savings Bank
Massachusetts
$294K – – –
EHC
1062
Everett Harris & Co
California
$294K -$25.4K -422 -8%
TPCW
1063
TD Private Client Wealth
New York
$294K +$75.7K +1,260 +34%
USCWA
1064
U.S. Capital Wealth Advisors
Texas
$294K +$295K +4,911 New
SC
1065
Syon Capital
California
$293K -$61.2K -1,019 -17%
AA
1066
Auxano Advisors
Washington
$293K -$360 -6 -0.1%
JIC
1067
Joel Isaacson & Co
New York
$292K – – –
HL
1068
HeadInvest LLC
Maine
$291K -$6.01K -100 -2%
IFWM
1069
Institute for Wealth Management
Colorado
$291K -$17.5K -292 -6%
PCA
1070
Purkiss Capital Advisors
Connecticut
$290K – – –
EGM
1071
Engineers Gate Manager
New York
$288K +$289K +4,813 New
IG
1072
ING Group
Netherlands
$286K -$5.15M -85,772 -95%
ACIM
1073
Azimuth Capital Investment Management
Michigan
$286K -$62.7K -1,044 -18%
QWM
1074
Quadcap Wealth Management
Texas
$285K +$9.31K +155 +3%
CGL
1075
Clarius Group LLC
Washington
$285K -$53.5K -890 -16%
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