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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1201
Kistler-Tiffany Companies
Pennsylvania
$92K -$78.1K -1,249 -46%
JWA
1202
JFS Wealth Advisors
Pennsylvania
$92K – – –
PFGIA
1203
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$17.6K +282 +24%
AA
1204
Advisory Alpha
Michigan
$91K +$92.5K +1,480 New
PO
1205
Private Ocean
California
$87K – – –
AWM
1206
Atticus Wealth Management
Florida
$87K +$438 +7 +0.5%
CAM
1207
CenterStar Asset Management
Illinois
$85K – – –
IRAG
1208
Investment Research & Advisory Group
Georgia
$85K – – –
PCM
1209
Penserra Capital Management
California
$85K +$125 +2 +0.1%
BAMG
1210
Brand Asset Management Group
Missouri
$84K – – –
HMS
1211
Hanseatic Management Services
New Mexico
$83K -$276K -4,410 -77%
FBT
1212
First Bank & Trust
South Dakota
$82K – – –
AWA
1213
Arkadios Wealth Advisors
Georgia
$81.2K +$438 +7 +0.5%
IRC
1214
Investors Research Corp
Georgia
$81K – – –
EWM
1215
Elmwood Wealth Management
California
$80K – – –
TAIM
1216
TD Ameritrade Investment Management
Nebraska
$80K +$30.9K +494 +61%
LFG
1217
LifePlan Financial Group
Ohio
$79K – – –
PS
1218
Planned Solutions
California
$77K +$77.6K +1,242 New
MCM
1219
Manchester Capital Management
Vermont
$75K – – –
MLFP
1220
MPS Loria Financial Planners
Illinois
$74K – – –
NG
1221
NWK Group
California
$69K – – –
BWP
1222
Baldwin Wealth Partners
Massachusetts
$68K – – –
SIS
1223
Sound Income Strategies
Florida
$68K +$188 +3 +0.3%
TFGT
1224
TS Financial Group (TSFG)
Illinois
$67K -$8.81K -141 -12%
CSPIA
1225
Cary Street Partners Investment Advisory
Virginia
$65K +$65.4K +1,046 New
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