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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
426
Affiance Financial
Minnesota
$276K – – –
SIC
427
Sage Investment Counsel
Tennessee
$275K – – –
MCM
428
Mill Capital Management
North Carolina
$275K -$8.72K -100 -3%
RC
429
Roundview Capital
New Jersey
$274K +$321K +3,675 New
KPWS
430
Kestra Private Wealth Services
Texas
$272K -$18.1K -208 -5%
IAA
431
Independent Advisor Alliance
North Carolina
$270K -$2.18K -25 -0.7%
NSUP
432
NLB Skladi upravljanje premozenja
$269K – – –
JPWM
433
Jamison Private Wealth Management
Georgia
$268K -$15.6K -179 -5%
AO
434
Advisor OS
Illinois
$267K -$1.4K -16 -0.4%
WJWM
435
Williams Jones Wealth Management
New York
$267K – – –
AWE
436
Avidian Wealth Enterprises
Texas
$266K +$312K +3,575 New
TF
437
Trek Financial
Arizona
$264K +$95.6K +1,096 +45%
FHC
438
First Horizon Corporation
Tennessee
$260K -$30.8K -353 -9%
RI
439
Ridgewood Investments
New Jersey
$258K +$303K +3,472 New
NG
440
Norden Group
Utah
$258K +$91K +1,043 +43%
WPA
441
Winning Points Advisors
Florida
$257K +$301K +3,450 New
IAS
442
Insigneo Advisory Services
Florida
$257K +$24.3K +278 +9%
DG
443
DMC Group
Alabama
$256K -$23.2K -266 -7%
1WM
444
1900 Wealth Management
Texas
$254K -$1.66K -19 -0.6%
RFC
445
Regions Financial Corp
Alabama
$254K -$25.8K -296 -8%
AIM
446
Aigen Investment Management
New York
$253K -$1.27M -14,533 -81%
LI
447
LRI Investments
Florida
$252K -$18.3K -210 -6%
SFO
448
Stokes Family Office
Louisiana
$251K – – –
FPWM
449
FSB Premier Wealth Management
Iowa
$248K -$6.63K -76 -2%
KOC
450
Koss-Olinger Consulting
Florida
$248K -$21.5K -247 -7%
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