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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1126
Carnegie Investment Counsel
Ohio
$212K +$210K +3,546 New
GA
1127
Geller Advisors
New York
$212K +$210K +3,551 New
FMWA
1128
Forvis Mazars Wealth Advisors
Missouri
$211K +$209K +3,531 New
BWA
1129
BDO Wealth Advisors
Florida
$210K – – –
PAM
1130
Paradigm Asset Management
New York
$209K -$17.7K -300 -8%
BHIA
1131
Birch Hill Investment Advisors
Massachusetts
$208K – – –
BAM
1132
Barrett Asset Management
New York
$207K – – –
ZAM
1133
Zevin Asset Management
Massachusetts
$207K – – –
TC
1134
Truvestments Capital
Florida
$206K -$43.3K -733 -18%
DWM
1135
Doyle Wealth Management
Florida
$206K -$2.13K -36 -1%
SCM
1136
Stonebridge Capital Management
California
$206K – – –
MWM
1137
Minot Wealth Management
Massachusetts
$206K +$204K +3,445 New
AWAP
1138
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$205K -$5.67K -96 -3%
KPCM
1139
Kings Point Capital Management
New York
$205K – – –
EFS
1140
Essex Financial Services
Connecticut
$204K -$84K -1,421 -29%
MPIA
1141
Mountain Pacific Investment Advisers
Idaho
$204K – – –
FB
1142
First Bancorp
Maine
$204K +$201K +3,407 New
EP
1143
EPIQ Partners
Minnesota
$203K +$201K +3,400 New
LG
1144
LaFleur & Godfrey
Michigan
$203K +$201K +3,400 New
AWM
1145
Aries Wealth Management
Maine
$202K – – –
TB
1146
Terril Brothers
Missouri
$202K – – –
SFG
1147
SNS Financial Group
Minnesota
$201K -$201K -3,405 -50%
BHBT
1148
Burke & Herbert Bank & Trust
Virginia
$201K – – –
JIC
1149
Joel Isaacson & Co
New York
$201K – – –
CA
1150
Calton & Associates
Florida
$200K -$45.9K -777 -19%
44 45
46
47 48