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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1101
First Western Trust Bank
Colorado
$379K +$98.7K +1,155 +31%
NRS
1102
Neville Rodie & Shaw
New York
$376K – – –
GLA
1103
Good Life Advisors
Pennsylvania
$373K -$9.74K -114 -2%
HNW
1104
High Note Wealth
Minnesota
$372K -$598 -7 -0.1%
TA
1105
Tectonic Advisors
Texas
$371K +$1.37K +16 +0.3%
JF
1106
Jump Financial
Illinois
$369K +$411K +4,809 New
AAS
1107
Ameritas Advisory Services
Nebraska
$368K -$728K -8,518 -63%
IFWM
1108
Institute for Wealth Management
Colorado
$368K +$85 +1 +0%
PSC
1109
Prentiss Smith & Co
Vermont
$367K – – –
RCM
1110
Rain Capital Management
Oregon
$367K +$2.31K +27 +0.6%
VP
1111
Verum Partners
North Carolina
$367K +$409K +4,787 New
MW
1112
Marcum Wealth
Ohio
$365K -$103K -1,208 -20%
CTWM
1113
Cherry Tree Wealth Management
Minnesota
$364K +$406K +4,751 New
CT
1114
Caldwell Trust
Florida
$364K – – –
ZCM
1115
Ziegler Capital Management
Illinois
$363K -$3.42K -40 -0.8%
DMBA
1116
Deseret Mutual Benefit Administrators
Utah
$363K -$7.69K -90 -2%
AMBIA
1117
Allen Mooney & Barnes Investment Advisors
Georgia
$363K +$33.2K +389 +9%
BFM
1118
Boston Financial Management
Massachusetts
$362K -$14.9K -174 -4%
PSC
1119
Portman Square Capital
United Kingdom
$359K -$261K -3,052 -39%
CWP
1120
Cyndeo Wealth Partners
Florida
$359K – – –
COCM
1121
Charter Oak Capital Management
New Hampshire
$358K – – –
TFA
1122
Transamerica Financial Advisors
Florida
$356K -$20.9K -245 -5%
PA
1123
Procyon Advisors
Connecticut
$356K -$16.8K -197 -4%
CIS
1124
Connors Investor Services
Pennsylvania
$355K -$32K -375 -7%
BCM
1125
Becker Capital Management
Oregon
$354K +$2.56K +30 +0.7%
43 44
45
46 47