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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1076
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$66K +$19.7K +450 +44%
FLI
1077
Family Legacy Inc
South Carolina
$66K +$65K +1,485 New
ADL
1078
Asset Dedication LLC
California
$64K – – –
KJWM
1079
Kiley Juergens Wealth Management
Washington
$64K +$63.4K +1,449 New
IP
1080
Isthmus Partners
Wisconsin
$62K – – –
GI
1081
Gradient Investments
Minnesota
$60K +$2.93K +67 +5%
BAMG
1082
Brand Asset Management Group
Missouri
$60K +$59.5K +1,360 New
RA
1083
Rational Advisors
New York
$59K -$12.2K -278 -17%
KA
1084
Kaizen Advisory
Illinois
$59K +$34.9K +797 +147%
EWM
1085
Elmwood Wealth Management
California
$58.9K – – –
LFG
1086
LifePlan Financial Group
Ohio
$57K – – –
BWL
1087
Bogart Wealth LLC
Virginia
$56K – – –
PCM
1088
Princeton Capital Management
New Jersey
$56K – – –
CHP
1089
Cable Hill Partners
Oregon
$56K +$16.6K +380 +42%
IWP
1090
Icon Wealth Partners
Texas
$56K +$55.8K +1,276 New
PCA
1091
Peddock Capital Advisors
Massachusetts
$53K – – –
GCM
1092
Gables Capital Management
Florida
$52K – – –
AWM
1093
AllSquare Wealth Management
New York
$52K +$22.1K +505 +76%
SIS
1094
Sound Income Strategies
Florida
$51K -$14.1K -321 -22%
TCM
1095
Tradewinds Capital Management
Washington
$51K – – –
RFA
1096
Reilly Financial Advisors
California
$50K +$131 +3 +0.3%
BWP
1097
Baldwin Wealth Partners
Massachusetts
$49K – – –
CAW
1098
Cornerstone Advisors (Washington)
Washington
$49K +$219 +5 +0.5%
FCB
1099
First Command Bank
Texas
$46K +$1.97K +45 +4%
FCFS
1100
First Command Financial Services
Texas
$46K +$1.97K +45 +4%
42 43
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