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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
401
Rossmore Private Capital
Connecticut
$540K – – –
HAG
402
HighPoint Advisor Group
Illinois
$539K +$72.9K +672 +14%
CFB
403
Cullen/Frost Bankers
Texas
$538K -$12.2K -112 -2%
VA
404
Vident Advisory
Georgia
$535K +$118K +1,091 +26%
PFPT
405
Pinnacle Financial Partners (Tennessee)
Tennessee
$533K -$39.6K -365 -6%
CAC
406
Core Alternative Capital
Georgia
$532K -$275K -2,536 -32%
S
407
SignatureFD
Georgia
$530K +$142K +1,311 +33%
BFA
408
Buttonwood Financial Advisors
Maryland
$529K -$538K -4,963 -49%
PFM
409
Potomac Fund Management
Florida
$523K +$38.7K +357 +8%
PWG
410
Portside Wealth Group
Utah
$522K +$23.3K +215 +4%
CL
411
Choreo LLC
Illinois
$520K +$31.6K +291 +6%
VFA
412
Valeo Financial Advisors
Indiana
$519K -$2.79M -25,729 -83%
NG
413
Norden Group
Utah
$519K +$3.58K +33 +0.6%
PSP
414
Principal Street Partners
Tennessee
$519K +$284K +2,622 +104%
TCA
415
Transcend Capital Advisors
New Jersey
$518K +$9.01K +83 +2%
CWM
416
Compass Wealth Management
Connecticut
$517K – – –
RCAG
417
Rehmann Capital Advisory Group
Michigan
$516K +$147K +1,358 +36%
DWA
418
Douglass Winthrop Advisors
New York
$516K -$175K -1,617 -24%
EIM
419
Ervin Investment Management
Washington
$514K -$82.5K -760 -13%
ATPW
420
Ashton Thomas Private Wealth
Arizona
$511K -$85.9K -792 -14%
DWM
421
DecisionMap Wealth Management
Virginia
$511K +$85.5K +788 +18%
BP
422
Ballentine Partners
Massachusetts
$508K +$64.3K +593 +13%
PA
423
Profund Advisors
Maryland
$507K +$18.9K +174 +4%
JPWM
424
Jamison Private Wealth Management
Georgia
$506K -$55.9K -515 -9%
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$503K -$7.38K -68 -1%
15 16
17
18 19