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General Mills

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1101
MCF Advisors
Kentucky
$163K +$21.3K +449 +15%
TCM
1102
Triumph Capital Management
Colorado
$160K -$98.5K -2,072 -38%
LI
1103
LRI Investments
Florida
$158K – – –
RF
1104
Rossby Financial
Florida
$153K +$26.9K +567 +21%
FHA
1105
Flagship Harbor Advisors
Massachusetts
$152K +$155K +3,262 New
HNW
1106
High Note Wealth
Minnesota
$151K -$90.5K -1,904 -37%
CT
1107
Caldwell Trust
Florida
$151K – – –
BWA
1108
Basecamp Wealth Advisors
Washington
$150K +$153K +3,225 New
AG
1109
AmeriFlex Group
Nevada
$148K -$101K -2,130 -40%
RMC
1110
Resources Management Corp
Connecticut
$147K -$3.23K -68 -2%
FWA
1111
Flagship Wealth Advisors
Massachusetts
$145K – – –
BWM
1112
Bullock Wealth Management
Indiana
$145K +$1.24K +26 +0.8%
NS
1113
NBC Securities
Alabama
$145K -$48.3K -1,016 -25%
DSC
1114
Duncker Streett & Co
Missouri
$142K -$27.3K -575 -16%
SS
1115
Sunbelt Securities
Texas
$140K -$2.38K -50 -2%
IBOK
1116
Independence Bank of Kentucky
Kentucky
$140K -$1.33K -28 -0.9%
SFG
1117
Strive Financial Group
Indiana
$133K +$136K +2,869 New
EPIM
1118
Evelyn Partners Investment Management
$132K – – –
Loomis, Sayles & Company
1119
Loomis, Sayles & Company
Massachusetts
$127K +$92.6K +1,949 +250%
FMB
1120
Field & Main Bank
Kentucky
$124K -$14.7K -310 -10%
CIA
1121
Cape Investment Advisory
Georgia
$124K +$60.6K +1,276 +92%
QWM
1122
Quaker Wealth Management
New Jersey
$121K +$59.9K +1,260 +94%
BFP
1123
Birchwood Financial Partners
Minnesota
$120K +$123K +2,590 New
TFA
1124
Transamerica Financial Advisors
Florida
$119K -$11K -232 -8%
CSB
1125
City State Bank
Iowa
$118K -$14.3K -300 -11%