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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
701
EP Wealth Advisors
California
$220K +$206K +1,383 New
W
702
WealthStone
Ohio
$220K +$206K +1,383 New
VHAM
703
Van Hulzen Asset Management
California
$220K +$207K +1,386 New
SCM
704
SOL Capital Management
Maryland
$219K +$206K +1,380 New
LCM
705
LVM Capital Management
Michigan
$218K +$205K +1,375 New
LC
706
Lindbrook Capital
California
$217K +$1.79K +12 +0.9%
AIM
707
Anchor Investment Management
South Carolina
$216K -$7.46K -50 -4%
HH
708
Hilltop Holdings
Texas
$215K -$262K -1,758 -57%
TCB
709
Texas Capital Bancshares
Texas
$215K -$78.3K -525 -28%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$215K -$67.1K -450 -25%
SWA
711
Stratos Wealth Advisors
Ohio
$215K +$202K +1,356 New
OFS
712
OneAscent Financial Services
Alabama
$211K -$176K -1,178 -47%
HFG
713
Heron Financial Group
New York
$211K +$194K +1,299 New
MWM
714
Minot Wealth Management
Massachusetts
$211K +$198K +1,330 New
GL
715
Graypoint LLC
New York
$210K -$103K -692 -34%
CWA
716
Centennial Wealth Advisory
Michigan
$210K +$197K +1,323 New
SMH
717
Sanders Morris Harris
Texas
$210K +$198K +1,325 New
LWP
718
Legacy Wealth Planning
Nevada
$209K +$196K +1,315 New
TCM
719
Tradewinds Capital Management
Washington
$208K – – –
HIC
720
Harvey Investment Company
Kentucky
$207K +$194K +1,304 New
BWA
721
Burt Wealth Advisors
Maryland
$206K – – –
AIC
722
Ameritas Investment Company
Nebraska
$206K +$194K +1,299 New
PL
723
Parthenon LLC
Kentucky
$206K +$194K +1,300 New
SRC
724
Shufro Rose & Co
New York
$206K +$194K +1,300 New
COF
725
Capital One Financial
Virginia
$204K -$302K -2,022 -61%
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