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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
1501
Kennebec Savings Bank
Maine
$13.5K – – –
RF
1502
Roxbury Financial
New Jersey
$13.3K +$13.4K +200 New
SIM
1503
Synergy Investment Management
Florida
$13.1K +$13.9K +207 New
AWM
1504
Activest Wealth Management
Florida
$13.1K -$7.98K -119 -37%
MCA
1505
Midwest Capital Advisors
Michigan
$13.1K +$13.8K +205 New
SWA
1506
SOA Wealth Advisors
New York
$13K +$3.35K +50 +32%
CMA
1507
Cedar Mountain Advisors
Oregon
$13K – – –
B
1508
Birchbrook
Maine
$12.8K – – –
FFWM
1509
Future Financial Wealth Management
Ohio
$12.8K – – –
OPTFSNA
1510
Old Point Trust & Financial Services N A
Virginia
$12.8K – – –
TLCM
1511
Twin Lakes Capital Management
California
$12.8K – – –
CWM
1512
Centricity Wealth Management
Ohio
$12.8K +$13.4K +200 New
LC
1513
Lavaca Capital
Texas
$12.8K +$13.4K +200 New
SFO
1514
Standard Family Office
South Dakota
$12.6K -$17.4K -260 -57%
IHWM
1515
Iron Horse Wealth Management
Iowa
$12.6K +$3.69K +55 +39%
MFG
1516
Mendota Financial Group
Wisconsin
$12.1K -$10.5K -156 -45%
HWM
1517
Hemington Wealth Management
Virginia
$12K -$268 -4 -2%
POIA
1518
Pin Oak Investment Advisors
Texas
$12K – – –
W
1519
WealthCollab
Washington
$11.7K – – –
WPA
1520
West Paces Advisors
Georgia
$11.7K – – –
NECFA
1521
New England Capital Financial Advisors
Connecticut
$11.5K +$134 +2 +1%
WIM
1522
Westside Investment Management
California
$10.8K – – –
SJIM
1523
St. Johns Investment Management
Florida
$10.4K – – –
DIP
1524
DT Investment Partners
Pennsylvania
$10.1K – – –
PWA
1525
Physician Wealth Advisors
Utah
$9.95K +$10.5K +156 New
59 60
61
62 63