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General Mills
GIS

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1626
Operose Advisors
Wisconsin
$10.7K – – –
RFS
1627
Retirement Financial Solutions
Tennessee
$10.4K +$10.1K +124 New
MPCL
1628
My Personal CFO LLC
Washington
$9.73K +$9.45K +116 New
BCM
1629
Bourgeon Capital Management
Connecticut
$9.47K +$9.2K +113 New
TLA
1630
Tanglewood Legacy Advisors
Texas
$9.22K +$8.96K +110 New
WBC
1631
West Branch Capital
Massachusetts
$9.01K – – –
RWPA
1632
Richard W. Paul & Associates
Michigan
$8.47K +$8.23K +101 New
FWA
1633
Freedom Wealth Alliance
Wisconsin
$8.38K +$8.14K +100 New
WIM
1634
Westside Investment Management
California
$8.34K -$57K -700 -66%
PCTC
1635
Perkins Coie Trust Company
Washington
$8.22K – – –
WWP
1636
WR Wealth Planners
Missouri
$8.13K – – –
UIA
1637
Ulland Investment Advisors
Minnesota
$8K +$8.14K +100 New
CAM
1638
Costello Asset Management
Pennsylvania
$7.71K – – –
APW
1639
Acima Private Wealth
Virginia
$7.21K – – –
DI
1640
Disciplined Investments
Oklahoma
$7.13K -$47.5K -583 -87%
KA
1641
Kozak & Associates
Colorado
$7K -$5.62K -69 -45%
KFP
1642
KB Financial Partners
New Jersey
$7K – – –
SFCL
1643
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
PPWM
1644
PFG Private Wealth Management
Florida
$6K – – –
GJIA
1645
Glass Jacobson Investment Advisors
Maryland
$5.53K +$5.38K +66 New
TCM
1646
Tradewinds Capital Management
Washington
$5.45K +$1.22K +15 +30%
CCM
1647
Cribstone Capital Management
Maine
$4.61K – – –
AWM
1648
Abound Wealth Management
Tennessee
$4.04K +$1.14K +14 +41%
DIP
1649
DT Investment Partners
Pennsylvania
$3.77K – – –
LWP
1650
Lumature Wealth Partners
Georgia
$3.35K – – –
64 65
66
67 68