We are live on ! Find out more
DEO icon

Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
926
Creative Capital Management Investments
California
$25K +$24.7K +141 New
HWM
927
HighMark Wealth Management
Minnesota
$22.8K +$175 +1 +0.8%
RFG
928
RFP Financial Group
Georgia
$22.6K +$22.3K +127 New
BWA
929
BDO Wealth Advisors
Florida
$22.1K – – –
TLCM
930
Twin Lakes Capital Management
California
$21.5K +$351 +2 +2%
BC
931
Burleson & Co
California
$21.4K – – –
GG
932
Gleason Group
Kentucky
$20.8K +$351 +2 +2%
PWMG
933
Prestige Wealth Management Group
New Jersey
$20.7K +$5.09K +29 +33%
CWA
934
Clearview Wealth Advisors
Oregon
$19.8K – – –
HWA
935
HHM Wealth Advisors
Tennessee
$18.4K -$1.05K -6 -6%
AA
936
AlphaMark Advisors
Kentucky
$18K – – –
RTL
937
Red Tortoise LLC
Georgia
$18K +$17.7K +101 New
YDMI
938
Y.D. More Investments
Israel
$17.9K +$17.5K +100 New
AWM
939
Accel Wealth Management
Iowa
$17.8K – – –
SGC
940
Slocum, Gordon & Co
Rhode Island
$17.8K +$17.5K +100 New
WOSD
941
WFA of San Diego
California
$17.8K +$17.5K +100 New
MWM
942
Mascoma Wealth Management
New Hampshire
$17.5K – – –
RWM
943
Raffa Wealth Management
District of Columbia
$16.9K -$1.4K -8 -8%
FSWA
944
Financial Synergies Wealth Advisors
Texas
$16.8K +$16.5K +94 New
SC
945
Schubert & Co
Texas
$16.4K -$7.54K -43 -32%
OCM
946
Osterweis Capital Management
California
$16.4K – – –
WOC
947
West Oak Capital
California
$16K – – –
CPG
948
Cornerstone Planning Group
New Jersey
$15.7K +$14.9K +85 New
OIA
949
Optimum Investment Advisors
Illinois
$15.3K – – –
NSIM
950
North Star Investment Management
Illinois
$13.2K – – –
36 37
38
39 40