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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Strategic Wealth Partners
Ohio
$93K -$5.63K -40 -6%
AOWM
702
Alpha Omega Wealth Management
Virginia
$93K – – –
WPA
703
West Paces Advisors
Georgia
$92.2K – – –
ZB
704
Zions Bancorporation
Utah
$91K -$11.8K -84 -12%
BWP
705
Baldwin Wealth Partners
Massachusetts
$86K – – –
SNT
706
Security National Trust
West Virginia
$85K -$35.2K -250 -29%
JAM
707
JCIC Asset Management
Ontario, Canada
$85K – – –
TCCM
708
Timber Creek Capital Management
Massachusetts
$85K – – –
FWM
709
Focused Wealth Management
New York
$85K +$84.4K +600 New
BCA
710
Berman Capital Advisors
Georgia
$85K +$85.2K +606 New
OIA
711
OneDigital Investment Advisors
Kansas
$82K -$45.3K -322 -36%
DBT
712
Dubuque Bank & Trust
Iowa
$82K -$7.88K -56 -9%
GRP
713
Global Retirement Partners
California
$82K -$141 -1 -0.2%
ZIG
714
Zurich Insurance Group
Switzerland
$81K +$80.2K +570 New
LWM
715
Liberty Wealth Management
California
$78K +$77.4K +550 New
SIM
716
Sonora Investment Management
Arizona
$76K +$12.1K +86 +19%
CAL
717
Capital Advisors Ltd
Ohio
$75K – – –
LFA
718
Legacy Financial Advisors
Kentucky
$73K +$17.4K +124 +32%
ER
719
Enlightenment Research
Florida
$71K +$70.3K +500 New
CHC
720
City Holding Co
West Virginia
$70K -$3.66K -26 -5%
TIM
721
Tortoise Investment Management
New York
$68K +$28.1K +200 +72%
FRA
722
Front Row Advisors
California
$67K -$2.67K -19 -4%
THWM
723
Taylor Hoffman Wealth Management
Virginia
$67K +$26.4K +188 +66%
AF
724
Allworth Financial
California
$64K – – –
LF
725
Lee Financial
Texas
$64K – – –
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