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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
626
PFG Investments
New York
$317K +$11.4K +83 +3%
LI
627
LRI Investments
Florida
$314K +$8.4K +61 +3%
RCG
628
Regatta Capital Group
California
$312K +$49.3K +358 +17%
FMII
629
Farmers & Merchants Investments Inc
Nebraska
$306K -$46.4K -337 -12%
PSP
630
Principal Street Partners
Tennessee
$306K -$15.7K -114 -4%
ECG
631
Edge Capital Group
Georgia
$306K – – –
CWP
632
Cyndeo Wealth Partners
Florida
$305K -$1.99M -14,437 -86%
KAS
633
KPP Advisory Services
Kentucky
$302K -$37.3K -271 -10%
NHC
634
Nicholas Hoffman & Company
Georgia
$302K +$25.2K +183 +8%
PWM
635
Perigon Wealth Management
California
$300K -$30.9K -224 -9%
GCM
636
Gallacher Capital Management
Colorado
$299K +$28.4K +206 +10%
IPW
637
Inlet Private Wealth
Florida
$298K +$2.34K +17 +0.7%
MFG
638
Merit Financial Group
Georgia
$297K -$18.2K -132 -5%
CB
639
Cadence Bank
Mississippi
$295K – – –
UB
640
UMB Bank
Missouri
$294K -$239K -1,736 -43%
SWM
641
Spire Wealth Management
Virginia
$294K -$23.4K -170 -7%
OMC
642
Old Mission Capital
Illinois
$294K +$321K +2,330 New
CA
643
Carson Advisory
Georgia
$291K +$20.7K +150 +7%
GCM
644
Graham Capital Management
Connecticut
$290K -$362K -2,626 -53%
PCM
645
Permanent Capital Management
Illinois
$286K +$391K +2,840 New
OWA
646
One Wealth Advisors
California
$286K +$316K +2,297 New
AG
647
Advocate Group
Minnesota
$282K – – –
CWS
648
Confluence Wealth Services
Pennsylvania
$281K +$307K +2,231 New
DS
649
DRW Securities
Illinois
$281K +$50.1K +364 +20%
NAM
650
NTV Asset Management
West Virginia
$279K +$5.51K +40 +2%
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