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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
626
Stone House Investment Management
Pennsylvania
$7.23K +$323 +4 +5%
GKIM
627
GW&K Investment Management
Massachusetts
$7K – – –
FWA
628
Flagship Wealth Advisors
Massachusetts
$6.91K – – –
T
629
Tidemark
California
$6.91K – – –
MHR
630
Matthew Hamilton Rosenberg
$6.83K – – –
SNBOSD
631
Security National Bank of So Dak
Iowa
$6.43K +$6.46K +80 New
TWD
632
True Wealth Design
Ohio
$6.35K +$4.76K +59 +295%
EWP
633
Elevation Wealth Partners
California
$6.35K +$6.38K +79 New
PUI
634
Purpose Unlimited Inc
$6.13K -$646 -8 -10%
EF
635
Entrust Financial
Pennsylvania
$5.95K – – –
AGA
636
Altrinsic Global Advisors
Connecticut
$5.95K +$5.97K +74 New
NRG
637
Nemes Rush Group
Michigan
$5.79K +$3.55K +44 +157%
PMFA
638
Plante Moran Financial Advisors
Michigan
$5.71K +$2.02K +25 +54%
APFP
639
Action Point Financial Planning
Michigan
$5.71K +$5.89K +73 New
DSC
640
Daytona Street Capital
Missouri
$5.42K – – –
EB
641
Eastern Bank
Massachusetts
$5.3K – – –
TTIC
642
Tower Trust & Investment Company
Iowa
$5.3K – – –
WWM
643
Wolff Wiese Magana
California
$5.22K – – –
GG
644
Gleason Group
Kentucky
$5.15K +$81 +1 +2%
CMA
645
Cedar Mountain Advisors
Oregon
$5.06K +$1.53K +19 +43%
DCM
646
Davis Capital Management
Florida
$4.82K -$14K -173 -74%
BFPW
647
BOK Financial Private Wealth
Colorado
$4.82K +$4.84K +60 New
CIAM
648
Caitong International Asset Management
Hong Kong
$4.58K -$173K -2,141 -97%
SWA
649
SOA Wealth Advisors
New York
$4.5K -$6.7K -83 -60%
AWA
650
Acumen Wealth Advisors
Tennessee
$4.42K -$1.23M -15,214 -100%
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