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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
401
Knoll Capital Management
Florida
$851K – – –
DA
402
Dillon & Associates
Michigan
$846K -$18.2K -132 -2%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$844K -$24.1K -175 -3%
EIM
404
Ervin Investment Management
Washington
$841K -$40.6K -295 -4%
AO
405
Advisor OS
Illinois
$835K +$7.71K +56 +0.9%
CC
406
Copperleaf Capital
North Carolina
$829K +$27.7K +201 +3%
HAG
407
HF Advisory Group
Maryland
$828K +$905K +6,566 New
TFS
408
Thoroughbred Financial Services
Tennessee
$819K +$130K +942 +17%
MCCA
409
Mill Creek Capital Advisors
Pennsylvania
$812K – – –
SAG
410
SageView Advisory Group
California
$811K +$105K +763 +13%
AWM
411
Apollon Wealth Management
South Carolina
$810K -$199K -1,446 -18%
LFAS
412
Level Four Advisory Services
Texas
$807K +$362K +2,630 +70%
BWM
413
BCGM Wealth Management
Indiana
$795K -$1.1K -8 -0.1%
JPWM
414
Jamison Private Wealth Management
Georgia
$786K -$19.8K -144 -2%
SEC
415
Seven Eight Capital
New York
$780K +$852K +6,188 New
BP
416
Ballentine Partners
Massachusetts
$777K -$1.51K -11 -0.2%
DWA
417
Douglass Winthrop Advisors
New York
$776K -$701K -5,085 -45%
HWA
418
Heritage Wealth Advisors
Virginia
$766K -$138 -1 -0%
BFA
419
Buttonwood Financial Advisors
Maryland
$763K +$202K +1,466 +32%
SCA
420
Sandy Cove Advisors
Massachusetts
$763K +$68.9K +500 +9%
PA
421
Parallel Advisors
California
$758K -$613K -4,446 -43%
HFM
422
Hartford Financial Management
Connecticut
$756K – – –
BSB
423
Bangor Savings Bank
Maine
$751K -$5.24K -38 -0.6%
AAM
424
Advisors Asset Management
Colorado
$750K +$113K +822 +16%
RPC
425
Rossmore Private Capital
Connecticut
$749K – – –
15 16
17
18 19