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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1201
EPIQ Partners
Minnesota
$251K – – –
4WM
1202
44 Wealth Management
Oregon
$250K +$253K +3,648 New
AA
1203
Apriem Advisors
California
$250K +$139 +2 +0.1%
FFA
1204
Florida Financial Advisors
Florida
$250K +$234K +3,382 New
BCAM
1205
Boston Common Asset Management
Massachusetts
$249K – – –
FMC
1206
First Merchants Corp
Indiana
$249K – – –
DMBA
1207
Deseret Mutual Benefit Administrators
Utah
$249K +$7.21K +104 +3%
CWG
1208
Cornerstone Wealth Group
North Carolina
$248K +$233K +3,364 New
AWM
1209
Aries Wealth Management
Maine
$248K – – –
SCM
1210
Stonehearth Capital Management
Massachusetts
$248K -$12.8K -185 -5%
SAM
1211
Secure Asset Management
Michigan
$247K +$2.56K +37 +1%
PIA
1212
Pinion Investment Advisors
Kansas
$247K -$11.4K -164 -5%
AWAU
1213
Alliance Wealth Advisors (Utah)
Utah
$247K +$231K +3,338 New
CCG
1214
Coastwise Capital Group
California
$246K -$13.3K -192 -5%
PFA
1215
Pathway Financial Advisors
Vermont
$246K – – –
PEA
1216
Park Edge Advisors
Ohio
$245K – – –
PIM
1217
Penobscot Investment Management
Massachusetts
$244K -$17.3K -250 -7%
OAM
1218
Oppenheimer Asset Management
New York
$243K +$228K +3,293 New
WMA
1219
Wealth Management Associates
New Jersey
$242K – – –
OL
1220
Optas LLC
Texas
$241K +$226K +3,267 New
FMB
1221
Field & Main Bank
Kentucky
$241K -$8.66K -125 -4%
OA
1222
Operose Advisors
Wisconsin
$240K +$210K +3,034 +1,392%
AWA
1223
Arete Wealth Advisors
Illinois
$240K -$887K -12,796 -80%
CA
1224
Calton & Associates
Florida
$240K +$225K +3,245 New
NL
1225
NWAM LLC
Washington
$240K +$225K +3,245 New
47 48
49
50 51