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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Consultiva Wealth Management
Puerto Rico
$4.14K – – –
WTFG
1402
Wood Tarver Financial Group
Idaho
$4K – – –
AWM
1403
Abound Wealth Management
Tennessee
$4K – – –
ME
1404
McIlrath & Eck
Washington
$3.89K – – –
ACA
1405
American Capital Advisory
Idaho
$3.78K +$441 +8 +12%
MWM
1406
Mascoma Wealth Management
New Hampshire
$3.73K – – –
PWMG
1407
Private Wealth Management Group
New Jersey
$3.68K -$497 -9 -11%
GWS
1408
Greykasell Wealth Strategies
California
$3.47K – – –
TPWA
1409
Twin Peaks Wealth Advisors
California
$3.08K +$3.48K +63 New
PWA
1410
Provenance Wealth Advisors
Florida
$3.06K – – –
SHIM
1411
Stone House Investment Management
Pennsylvania
$3.06K +$3.26K +59 New
HFS
1412
Hughes Financial Services
Virginia
$2.96K +$1.1K +20 +50%
SL
1413
Salomon & Ludwin
Virginia
$2.91K -$13.5K -245 -82%
NRG
1414
Nemes Rush Group
Michigan
$2.9K – – –
TWD
1415
True Wealth Design
Ohio
$2.8K -$1.21K -22 -29%
LCM
1416
Logan Capital Management
Pennsylvania
$2.67K – – –
AEPWM
1417
Atlantic Edge Private Wealth Management
Florida
$2.59K – – –
AP
1418
Atwood & Palmer
Missouri
$2.59K – – –
AF
1419
Alerus Financial
North Dakota
$2.59K +$2.76K +50 New
FMP
1420
Financial Management Professionals
Texas
$2.49K -$2.98K -54 -53%
PWA
1421
Principia Wealth Advisory
Texas
$2.33K +$2.15K +39 +650%
IWM
1422
IMG Wealth Management
Florida
$2.28K -$17K -308 -88%
AP
1423
Aspect Partners
Virginia
$2.07K -$828 -15 -27%
PCM
1424
Penserra Capital Management
California
$2K -$734K -13,295 -100%
MMCM
1425
Murphy & Mullick Capital Management
New York
$1.99K -$828 -15 -27%
55 56
57
58 59