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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
376
Hartford Financial Management
Connecticut
$985K – – –
RPC
377
Rossmore Private Capital
Connecticut
$983K +$43.4K +265 +5%
BRWA
378
B. Riley Wealth Advisors
Florida
$978K +$683K +4,178 +236%
RC
379
Roundview Capital
New Jersey
$977K +$20K +122 +2%
AFM
380
Abbot Financial Management
Massachusetts
$965K – – –
BFG
381
Beacon Financial Group
Texas
$962K – – –
EP
382
Eudaimonia Partners
Tennessee
$957K +$254K +1,555 +36%
PMG
383
ProVise Management Group
Florida
$954K – – –
LFAS
384
Level Four Advisory Services
Texas
$943K +$197K +1,204 +27%
CT
385
Caldwell Trust
Florida
$942K +$3.93K +24 +0.4%
JIP
386
JBJ Investment Partners
South Carolina
$939K -$184K -1,125 -16%
PCM
387
Parsons Capital Management
Rhode Island
$936K -$30.3K -185 -3%
AC
388
Avestar Capital
New York
$935K +$61.3K +375 +8%
NNP
389
Nachman Norwood & Parrott
South Carolina
$930K – – –
MA
390
MUFG Americas
New York
$928K +$32.7K +200 +4%
SCI
391
Stableford Capital II
Arizona
$923K -$1.28M -7,832 -58%
BONST
392
Bank of Nova Scotia Trust
Ontario, Canada
$921K +$24.4K +149 +3%
PHS
393
Pekin Hardy Strauss
Illinois
$918K -$29.4K -180 -3%
AWP
394
Accretive Wealth Partners
New Jersey
$914K +$85.4K +522 +10%
CS
395
Comerica Securities
Michigan
$906K -$47.3K -289 -5%
MCM
396
McKinley Capital Management
Alaska
$903K -$24.5K -150 -3%
RFC
397
Regions Financial Corp
Alabama
$902K +$48.3K +295 +6%
KFGK
398
Keystone Financial Group (Kentucky)
Kentucky
$900K +$8.18K +50 +0.9%
HWA
399
Heritage Wealth Advisors
Virginia
$900K – – –
CAM
400
Cresset Asset Management
Illinois
$896K +$138K +846 +19%
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16
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