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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
376
Ballentine Partners
Massachusetts
$930K +$138K +1,088 +17%
DW30
377
Drucker Wealth 3.0
New Jersey
$929K -$236K -1,853 -20%
HNB
378
Huntington National Bank
Ohio
$925K -$323K -2,536 -26%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$918K +$13.4K +105 +1%
FIA
380
Foundations Investment Advisors
Arizona
$912K -$37K -291 -4%
CC
381
Copperleaf Capital
North Carolina
$905K +$72.8K +572 +9%
SWM
382
Salvus Wealth Management
New Jersey
$900K +$417K +3,275 +86%
BFG
383
Beacon Financial Group
Texas
$896K +$475K +3,735 +113%
GM
384
GeoWealth Management
Illinois
$883K +$11.7K +92 +1%
SCM
385
Sterling Capital Management
North Carolina
$882K -$92.5K -727 -9%
SFO
386
Stokes Family Office
Louisiana
$882K +$44.4K +349 +5%
DWA
387
Douglass Winthrop Advisors
New York
$876K +$114K +895 +15%
GWM
388
Geneos Wealth Management
Colorado
$872K +$891 +7 +0.1%
WAM
389
Weatherly Asset Management
California
$870K -$19.1K -150 -2%
CL
390
Choreo LLC
Illinois
$858K -$114K -897 -12%
KCM
391
Knoll Capital Management
Florida
$858K – – –
SPC
392
Sigma Planning Corp
Michigan
$850K +$91.6K +720 +12%
ISL
393
Ingalls & Snyder LLC
New York
$849K -$12.7K -100 -1%
LSAG
394
Lake Street Advisors Group
New Hampshire
$838K +$13.9K +109 +2%
ATPW
395
Ashton Thomas Private Wealth
Arizona
$823K -$16.9K -133 -2%
MPPW
396
Mitchell & Pahl Private Wealth
Oklahoma
$817K +$52.7K +414 +7%
MCCA
397
Mill Creek Capital Advisors
Pennsylvania
$809K +$13.2K +104 +2%
EIM
398
Ervin Investment Management
Washington
$807K -$40.7K -320 -5%
AB
399
ANB Bank
Colorado
$804K +$804K +6,322 New
PA
400
Parallel Advisors
California
$798K +$186K +1,464 +30%
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16
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