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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
T
626
Tidemark
California
$6.91K – – –
MHR
627
Matthew Hamilton Rosenberg
$6.83K – – –
TWD
628
True Wealth Design
Ohio
$6.35K +$4.76K +59 +295%
EWP
629
Elevation Wealth Partners
California
$6.35K +$6.38K +79 New
PUI
630
Purpose Unlimited Inc
$6.13K -$646 -8 -10%
EF
631
Entrust Financial
Pennsylvania
$5.95K – – –
AGA
632
Altrinsic Global Advisors
Connecticut
$5.95K +$5.97K +74 New
NRG
633
Nemes Rush Group
Michigan
$5.79K +$3.55K +44 +157%
PMFA
634
Plante Moran Financial Advisors
Michigan
$5.71K +$2.02K +25 +54%
APFP
635
Action Point Financial Planning
Michigan
$5.71K +$5.89K +73 New
DSC
636
Daytona Street Capital
Missouri
$5.42K – – –
EB
637
Eastern Bank
Massachusetts
$5.3K – – –
TTIC
638
Tower Trust & Investment Company
Iowa
$5.3K – – –
WWM
639
Wolff Wiese Magana
California
$5.22K – – –
GG
640
Gleason Group
Kentucky
$5.15K +$81 +1 +2%
CMA
641
Cedar Mountain Advisors
Oregon
$5.06K +$1.53K +19 +43%
DCM
642
Davis Capital Management
Florida
$4.82K -$14K -173 -74%
BFPW
643
BOK Financial Private Wealth
Colorado
$4.82K +$4.84K +60 New
CIAM
644
Caitong International Asset Management
Hong Kong
$4.58K -$173K -2,141 -97%
SWA
645
SOA Wealth Advisors
New York
$4.5K -$6.7K -83 -60%
AWA
646
Acumen Wealth Advisors
Tennessee
$4.42K -$1.23M -15,214 -100%
AFC
647
Ares Financial Consulting
California
$4.42K – – –
SG
648
Sankala Group
Colorado
$4.39K – – –
RS
649
Rakuten Securities
Japan
$4.18K -$35.6K -441 -89%
PWA
650
Physician Wealth Advisors
Utah
$4.18K +$2.66K +33 +174%
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26
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