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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1501
Smith Group Asset Management
Texas
$7K – – –
WIM
1502
Westside Investment Management
California
$6.9K +$4.7K +70 +23%
WWP
1503
WR Wealth Planners
Missouri
$6.57K +$6.51K +97 New
RIM
1504
Rockbridge Investment Management
New York
$6.4K – – –
ST
1505
Sageworth Trust
Pennsylvania
$6K -$5.9K -88 -50%
APW
1506
Acima Private Wealth
Virginia
$6K – – –
CAM
1507
Costello Asset Management
Pennsylvania
$6K – – –
KFP
1508
KB Financial Partners
New Jersey
$6K – – –
SFCL
1509
Strengthening Families & Communities LLC
Massachusetts
$6K – – –
APF
1510
Alaska Permanent Fund
Alaska
$5K – – –
WBC
1511
West Branch Capital
Massachusetts
$5K +$67 +1 +1%
GKIM
1512
GW&K Investment Management
Massachusetts
$5K +$4.9K +73 New
CCM
1513
Cribstone Capital Management
Maine
$4K – – –
TC
1514
Tacita Capital
Ontario, Canada
$4K – – –
CSIA
1515
Conrad Siegel Investment Advisors
Pennsylvania
$4K +$4.02K +60 New
HWMA
1516
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.16K +62 New
FEG
1517
Financial Enhancement Group
Indiana
$4K +$4.36K +65 New
UIA
1518
Ulland Investment Advisors
Minnesota
$4K +$4.36K +65 New
LWP
1519
Lumature Wealth Partners
Georgia
$3K -$13.4K -200 -83%
FCMA
1520
Foresight Capital Management Advisors
Michigan
$3K – – –
BHWM
1521
Bay Harbor Wealth Management
Maryland
$2K – – –
SC
1522
Sierra Capital
Florida
$2K – – –
TF
1523
TimeScale Financial
Massachusetts
$1K – – –
MA
1524
MCF Advisors
Kentucky
$1K +$537 +8 New
MHI
1525
Miller Howard Investments
New York
– -$36.5M -542,175 Closed
59 60
61
62 63