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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
376
Peak Asset Management
Colorado
$356K +$357K +4,425 New
STA
377
Summit Trail Advisors
New York
$355K +$357K +4,417 New
BFO
378
Boston Family Office
Massachusetts
$354K -$9.37K -116 -3%
VWM
379
Venturi Wealth Management
Texas
$347K +$97K +1,201 +39%
CWM
380
Compass Wealth Management
Connecticut
$345K +$346K +4,289 New
WC
381
Wexford Capital
Florida
$343K +$345K +4,273 New
CFB
382
Cullen/Frost Bankers
Texas
$342K -$16.6K -206 -5%
SAM
383
Smartleaf Asset Management
Massachusetts
$341K – – –
EIM
384
Ervin Investment Management
Washington
$338K -$30.3K -375 -8%
TW
385
Titan Wealth
$338K – – –
HW
386
Hancock Whitney
Mississippi
$337K +$9.45K +117 +3%
BMWM
387
Brown Miller Wealth Management
Virginia
$337K -$173K -2,143 -34%
FNT
388
First Nebraska Trust
Nebraska
$337K +$71.9K +890 +27%
CWS
389
Confluence Wealth Services
Pennsylvania
$336K +$338K +4,186 New
SF
390
Summit Financial
New Jersey
$331K +$18.7K +232 +6%
WIC
391
Woodmont Investment Counsel
Tennessee
$330K -$24.9K -309 -7%
RGC
392
Roberts, Glore & Co
Illinois
$329K -$9.04K -112 -3%
IMA
393
Investment Management Associates
Colorado
$328K +$329K +4,081 New
IBOK
394
Independence Bank of Kentucky
Kentucky
$327K -$1.29K -16 -0.4%
AWE
395
Avidian Wealth Enterprises
Texas
$327K +$39.5K +489 +14%
IAS
396
Insigneo Advisory Services
Florida
$324K +$46.4K +575 +17%
SIC
397
Sage Investment Counsel
Tennessee
$322K +$24.2K +300 +8%
PAG
398
Private Advisor Group
New Jersey
$321K -$314K -3,891 -49%
BSB
399
Bangor Savings Bank
Maine
$320K -$7.99K -99 -2%
PFA
400
Pure Financial Advisors
California
$317K +$318K +3,939 New
14 15
16
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