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General Mills
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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1076
Westmount Partners
California
$329K +$1.61K +24 +0.5%
IFWM
1077
Institute for Wealth Management
Colorado
$329K -$2.15K -32 -0.6%
SWM
1078
SeaCrest Wealth Management
New York
$329K +$5.63K +84 +2%
AWM
1079
Avior Wealth Management
Nebraska
$328K -$15.1K -225 -4%
DA
1080
Detalus Advisors
Missouri
$328K – – –
FRA
1081
Frank Rimerman Advisors
California
$326K -$35.3K -526 -9%
KA
1082
Klingman & Associates
New York
$325K -$16.8K -251 -5%
FNBTCON
1083
First National Bank & Trust Co of Newtown
Pennsylvania
$325K – – –
TA
1084
Tectonic Advisors
Texas
$325K +$2.95K +44 +0.9%
SQA
1085
Simon Quick Advisors
New Jersey
$325K +$342K +5,097 New
RTC
1086
Real Talk Capital
Tennessee
$322K +$339K +5,056 New
HH
1087
Hilltop Holdings
Texas
$318K -$24.9K -371 -7%
HL
1088
HeadInvest LLC
Maine
$317K – – –
CA
1089
Continuum Advisory
Idaho
$316K -$3.42K -51 -1%
RPCONE
1090
Retirement Planning Company of New England
Rhode Island
$316K -$2.82K -42 -0.8%
VT
1091
Vise Technologies
New York
$315K -$116K -1,723 -26%
CTWM
1092
Cherry Tree Wealth Management
Minnesota
$313K +$2.62K +39 +0.8%
AWAU
1093
Alliance Wealth Advisors (Utah)
Utah
$313K +$106K +1,576 +47%
AA
1094
Auxano Advisors
Washington
$313K +$2.95K +44 +0.9%
DI
1095
Disciplined Investments
Oklahoma
$312K -$6.31K -94 -2%
JIC
1096
Joel Isaacson & Co
New York
$311K +$33.2K +495 +11%
GLA
1097
Good Life Advisors
Pennsylvania
$311K -$414K -6,168 -56%
CTA
1098
Colonial Trust Advisors
South Carolina
$311K -$107K -1,600 -25%
HB
1099
HTLF Bank
Colorado
$310K – – –
CSC
1100
Caldwell Sutter Capital
California
$310K -$15.2K -226 -4%
42 43
44
45 46