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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1476
Activest Wealth Management
Florida
$21.2K +$21K +325 New
POIA
1477
Pin Oak Investment Advisors
Texas
$21K – – –
WIM
1478
Westside Investment Management
California
$20.8K -$2.32K -36 -10%
FCAS
1479
First Command Advisory Services
Texas
$20.6K – – –
PCMC
1480
Planning Capital Management Corporation
Pennsylvania
$20.5K +$20.3K +314 New
SWA
1481
SOA Wealth Advisors
New York
$19.7K -$1.1K -17 -5%
CWP
1482
Concord Wealth Partners
Virginia
$19.5K -$2.97K -46 -13%
B
1483
Birchbrook
Maine
$19.5K +$19.4K +300 New
HWA
1484
Heritage Wealth Advisors
Virginia
$19.5K +$19.4K +300 New
CBT
1485
Central Bank & Trust
Kentucky
$19.5K – – –
AWM
1486
Abound Wealth Management
Tennessee
$19.3K +$12.4K +192 +185%
TVWM
1487
Tower View Wealth Management
Wisconsin
$19K +$129 +2 +0.7%
PK
1488
Pflug Koory
Nebraska
$18.8K – – –
BIA
1489
Bell Investment Advisors
California
$18.3K -$581 -9 -3%
BWM
1490
BKM Wealth Management
Wisconsin
$18.2K +$18.1K +280 New
GA
1491
GoalVest Advisory
New York
$17.9K +$13.9K +215 +358%
RFG
1492
RFP Financial Group
Georgia
$17K – – –
C
1493
Covestor
United Kingdom
$17K -$646 -10 -4%
WBC
1494
West Branch Capital
Massachusetts
$16.5K +$11.3K +175 +222%
SWS
1495
SYSTM Wealth Solutions
Illinois
$16.5K +$16.3K +253 New
BL
1496
BFSG LLC
California
$16.3K +$16.1K +250 New
NL
1497
NVWM LLC
Pennsylvania
$15.8K – – –
PO
1498
Private Ocean
California
$15.8K – – –
VCM
1499
Versant Capital Management
Arizona
$15.7K -$2K -31 -11%
W
1500
WealthCollab
Washington
$15.4K +$15.2K +236 New
58 59
60
61 62