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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1226
Liberty Wealth Management
California
$70K +$34.1K +577 +103%
AS
1227
Altshuler Shaham
Israel
$67K +$2.25K +38 +4%
ADL
1228
Asset Dedication LLC
California
$67K +$25.7K +435 +63%
HWA
1229
Heritage Wealth Advisors
Virginia
$64.6K – – –
AFG
1230
Albion Financial Group
Utah
$64K – – –
RHDIC
1231
R.H. Dinel Investment Counsel
California
$64K – – –
FFA
1232
Freedman Financial Associates
Massachusetts
$63K -$20.7K -350 -25%
KIG
1233
Kowal Investment Group
Wisconsin
$62K +$61.2K +1,035 New
MFT
1234
Moisand Fitzgerald Tamayo
Florida
$61K – – –
FGAM
1235
Financial Gravity Asset Management
Texas
$60K -$1.42K -24 -16%
ANBT
1236
American National Bank & Trust
Texas
$60K +$5.32K +90 +10%
LC
1237
Lindbrook Capital
California
$57K -$3.72K -63 -6%
LWA
1238
Lowe Wealth Advisors
Maryland
$57K – – –
DWP
1239
Destiny Wealth Partners
Florida
$57K +$56K +947 New
SIS
1240
Sound Income Strategies
Florida
$55K +$11.3K +191 +26%
EWA
1241
Evolution Wealth Advisors
Florida
$55K +$49.9K +845 +1,043%
MPWT
1242
MassMutual Private Wealth & Trust
Connecticut
$54K +$3.37K +57 +7%
HCP
1243
Hexagon Capital Partners
Arkansas
$53K -$5.91K -100 -10%
CWP
1244
Concord Wealth Partners
Virginia
$53K -$1.06K -18 -2%
AWM
1245
AllSquare Wealth Management
New York
$50K – – –
TFM
1246
TFC Financial Management
Massachusetts
$50K – – –
GWS
1247
Glassman Wealth Services
Virginia
$50K +$2.48K +42 +5%
IFAM
1248
Institutional & Family Asset Management
Colorado
$49K +$118 +2 +0.2%
LD
1249
Lipe & Dalton
New York
$48K – – –
NFSG
1250
Newbridge Financial Services Group
Florida
$48K +$39.5K +669 +488%
48 49
50
51 52