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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
726
West Paces Advisors
Georgia
$106K – – –
DBT
727
Dubuque Bank & Trust
Iowa
$106K +$10.5K +69 +12%
BAM
728
Belpointe Asset Management
Nevada
$104K +$96.3K +631 New
LFA
729
Legacy Financial Advisors
Kentucky
$102K +$16.9K +111 +22%
ZB
730
Zions Bancorporation
Utah
$101K -$3.05K -20 -3%
FCA
731
FinTrust Capital Advisors
South Carolina
$99K +$61.2K +401 +194%
FWM
732
Focused Wealth Management
New York
$98K – – –
JAM
733
JCIC Asset Management
Ontario, Canada
$98K – – –
SNT
734
Security National Trust
West Virginia
$98K – – –
TCCM
735
Timber Creek Capital Management
Massachusetts
$98K – – –
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K +$53.4K +350 +141%
GRP
737
Global Retirement Partners
California
$95K – – –
OIA
738
OneDigital Investment Advisors
Kansas
$95K – – –
IRC
739
Investors Research Corp
Georgia
$92K +$85.6K +561 New
LWM
740
Liberty Wealth Management
California
$89K -$610 -4 -0.7%
WTB
741
Washington Trust Bank
Washington
$88K -$53.4K -350 -39%
CAL
742
Capital Advisors Ltd
Ohio
$87K – – –
SIM
743
Sonora Investment Management
Arizona
$86K -$1.83K -12 -2%
CHC
744
City Holding Co
West Virginia
$80K – – –
THWM
745
Taylor Hoffman Wealth Management
Virginia
$78K – – –
TIM
746
Tortoise Investment Management
New York
$78K – – –
JIP
747
JBJ Investment Partners
South Carolina
$78K +$72.3K +474 New
JCM
748
Jacobi Capital Management
Pennsylvania
$76K +$9.31K +61 +15%
IWP
749
Icon Wealth Partners
Texas
$76K +$70.5K +462 New
FRA
750
Front Row Advisors
California
$75K -$2.59K -17 -4%
28 29
30
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