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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1101
Retirement Planning Company of New England
Rhode Island
$328K -$20.2K -311 -6%
CWP
1102
Cyndeo Wealth Partners
Florida
$326K +$2.34K +36 +0.8%
BIG
1103
Brooklyn Investment Group
New York
$323K +$22.3K +342 +8%
TPI
1104
Trust Point Inc
Wisconsin
$323K +$2.15K +33 +0.7%
CA
1105
Carson Advisory
Georgia
$322K +$65 +1 +0%
IA
1106
IFP Advisors
Florida
$322K -$2.08K -32 -0.7%
COCM
1107
Charter Oak Capital Management
New Hampshire
$322K – – –
CSI
1108
Cross Staff Investments
New York
$322K – – –
DFG
1109
Delta Financial Group
New Jersey
$320K +$195 +3 +0.1%
AMBIA
1110
Allen Mooney & Barnes Investment Advisors
Georgia
$320K +$1.24K +19 +0.4%
FA
1111
FDx Advisors
Illinois
$317K -$51.8K -796 -15%
BWP
1112
BSW Wealth Partners
Colorado
$317K -$28.8K -443 -9%
CP
1113
Canopy Partners
Ohio
$313K +$13.7K +210 +5%
CCWM
1114
Cassaday & Co Wealth Management
Virginia
$313K +$45.3K +695 +18%
BCM
1115
Becker Capital Management
Oregon
$312K -$9.77K -150 -3%
SFO
1116
Stokes Family Office
Louisiana
$312K +$977 +15 +0.3%
GBT
1117
Grove Bank & Trust
Florida
$311K -$11.5K -177 -4%
PWA
1118
Phoenix Wealth Advisors
North Carolina
$311K -$4.88K -75 -2%
GSB
1119
Greenfield Savings Bank
Massachusetts
$310K – – –
PWAM
1120
Pinnacle West Asset Management
Wyoming
$309K -$1.63K -25 -0.6%
FFWA
1121
FRG Family Wealth Advisors
Washington
$309K – – –
BFM
1122
Boston Financial Management
Massachusetts
$309K – – –
BWM
1123
Blossom Wealth Management
California
$309K – – –
HBT
1124
Hills Bank & Trust
Iowa
$308K +$37.4K +574 +15%
JF
1125
Joule Financial
Kentucky
$308K -$340K -5,222 -54%
43 44
45
46 47