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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
401
Yousif Capital Management
Michigan
$798K -$254K -2,000 -24%
CAS
402
Coppell Advisory Solutions
Texas
$797K +$114K +893 +17%
ET
403
Entropy Technologies
New York
$796K +$796K +6,259 New
UWS
404
Unique Wealth Strategies
Illinois
$795K -$132K -1,034 -14%
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$785K -$21.9K -172 -3%
CG
406
Caprock Group
Idaho
$785K +$13.9K +109 +2%
BRWA
407
B. Riley Wealth Advisors
Florida
$780K -$44.9K -353 -5%
VFA
408
Valeo Financial Advisors
Indiana
$777K -$82.2K -646 -2%
SNPAM
409
St. Nicholas Private Asset Management
Florida
$771K +$772K +6,065 New
BSB
410
Bangor Savings Bank
Maine
$770K +$5.22K +41 +0.7%
JCM
411
Jacobi Capital Management
Pennsylvania
$768K +$35.2K +277 +5%
SC
412
Sapient Capital
Indiana
$765K -$11.7K -92 -2%
SCA
413
Sandy Cove Advisors
Massachusetts
$763K -$6.36K -50 -0.8%
HFM
414
Hartford Financial Management
Connecticut
$763K – – –
AWM
415
Absher Wealth Management
North Carolina
$746K +$2.67K +21 +0.4%
EP
416
Essential Planning
New Hampshire
$745K +$744K +5,850 New
TFS
417
Thoroughbred Financial Services
Tennessee
$745K -$28.6K -225 -4%
CSP
418
Cary Street Partners
Virginia
$740K +$740K +5,820 New
RPC
419
Rossmore Private Capital
Connecticut
$733K -$22.3K -175 -3%
SYBT
420
Stock Yards Bank & Trust
Kentucky
$732K -$505K -3,970 -41%
CT
421
Colonial Trust
South Carolina
$731K -$131K -1,030 -15%
QWM
422
Quadcap Wealth Management
Texas
$730K +$283K +2,223 +63%
CCA
423
Catalyst Capital Advisors
New York
$730K – – –
TA
424
Tectonic Advisors
Texas
$726K +$726K +5,708 New
SHFA
425
SS&H Financial Advisors
Michigan
$725K – – –
15 16
17
18 19