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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
401
Dillon & Associates
Michigan
$1.02M -$76.8K -525 -7%
UWS
402
Unique Wealth Strategies
Illinois
$1.02M +$1M +6,837 New
KCM
403
Knoll Capital Management
Florida
$1M +$988K +6,750 New
CG
404
Caprock Group
Idaho
$998K -$243K -1,659 -20%
KFGK
405
Keystone Financial Group (Kentucky)
Kentucky
$991K +$41.7K +285 +4%
VVP
406
Venture Visionary Partners
Ohio
$990K – – –
DBRC
407
D.B. Root & Company
Pennsylvania
$990K -$145K -988 -13%
AWP
408
Accretive Wealth Partners
New Jersey
$989K +$18.3K +125 +2%
VSQM
409
V-Square Quantitative Management
Illinois
$983K – – –
AO
410
Advisor OS
Illinois
$977K +$9.51K +65 +1%
CIA
411
Cascade Investment Advisors
Oregon
$964K +$139K +950 +17%
MCCA
412
Mill Creek Capital Advisors
Pennsylvania
$958K – – –
JPWM
413
Jamison Private Wealth Management
Georgia
$949K -$23.7K -162 -2%
CC
414
Copperleaf Capital
North Carolina
$948K +$933K +6,373 New
BWM
415
BCGM Wealth Management
Indiana
$939K +$22.2K +152 +2%
BP
416
Ballentine Partners
Massachusetts
$918K +$159K +1,089 +21%
CF
417
Cantor Fitzgerald
New York
$914K +$900K +6,148 New
HWA
418
Heritage Wealth Advisors
Virginia
$903K -$5.85K -40 -0.7%
SWP
419
Stratos Wealth Partners
Ohio
$895K -$197K -1,345 -18%
HFM
420
Hartford Financial Management
Connecticut
$892K – – –
BSB
421
Bangor Savings Bank
Maine
$892K +$56.6K +387 +7%
VCA
422
Verdence Capital Advisors
Maryland
$883K +$465K +3,180 +115%
RPC
423
Rossmore Private Capital
Connecticut
$883K -$16.1K -110 -2%
AWM
424
Aberdeen Wealth Management
Illinois
$875K +$29.3K +200 +4%
LSAG
425
Lake Street Advisors Group
New Hampshire
$871K +$56.6K +387 +7%
15 16
17
18 19