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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
751
Hemenway Trust Hemenway Trust
New Hampshire
$251K – – –
EM
752
Excalibur Management
Massachusetts
$250K – – –
SA
753
Shilanski & Associates
Alaska
$250K +$39.9K +199 +19%
MFG
754
Merit Financial Group
Georgia
$249K +$39.7K +198 +19%
LWM
755
Lyell Wealth Management
California
$246K -$69.7K -348 -22%
BONST
756
Bank of Nova Scotia Trust
Ontario, Canada
$246K -$38.9K -194 -14%
RMAM
757
Raab & Moskowitz Asset Management
New Jersey
$246K +$10K +50 +4%
CSIC
758
Clifford Swan Investment Counsel
California
$245K -$4.41K -22 -2%
MSFP
759
Mark Sheptoff Financial Planning
Connecticut
$244K -$5.41K -27 -2%
BAM
760
Belpointe Asset Management
Nevada
$244K +$57.3K +286 +31%
CWM
761
Curi Wealth Management
North Carolina
$243K +$47.9K +239 +25%
PWP
762
Principle Wealth Partners
Connecticut
$242K – – –
ACM
763
Advisors Capital Management
New Jersey
$242K +$2.81K +14 +1%
PCG
764
Private Capital Group
Connecticut
$242K +$4.01K +20 +2%
OWA
765
Opal Wealth Advisors
New York
$242K +$19.8K +99 +9%
TSW
766
Thompson Siegel & Walmsley
Virginia
$239K – – –
TI
767
Tidal Investments
Wisconsin
$238K +$47.1K +235 +25%
FHA
768
Flagship Harbor Advisors
Massachusetts
$235K +$7.81K +39 +3%
FFN
769
Focus Financial Network
Minnesota
$234K +$16K +80 +8%
HIG
770
Heritage Investment Group
Florida
$234K +$10K +50 +5%
BIP
771
Blueprint Investment Partners
North Carolina
$234K +$75.1K +375 +48%
IBOK
772
Independence Bank of Kentucky
Kentucky
$232K +$48.1K +240 +27%
BBW
773
Blue Barn Wealth
Utah
$231K +$7.41K +37 +3%
RGC
774
Roberts, Glore & Co
Illinois
$230K -$3K -15 -1%
1SB
775
1ST Source Bank
Indiana
$230K – – –
29 30
31
32 33