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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Chickasaw Capital Management
Tennessee
$260K – – –
FWM
502
Frontier Wealth Management
Missouri
$260K – – –
WKWM
503
Walter & Keenan Wealth Management
Indiana
$260K +$42.1K +400 +19%
FHC
504
First Heartland Consultants
Missouri
$259K -$5.58K -53 -2%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$250K +$17.4K +165 +7%
LCM
506
LVM Capital Management
Michigan
$244K -$105K -1,000 -30%
BCI
507
Brinker Capital Investments
Pennsylvania
$243K +$246K +2,342 New
MWAC
508
Mariner Wealth Advisors (Cincinnati)
Ohio
$242K +$22.6K +215 +10%
PL
509
Parthenon LLC
Kentucky
$239K – – –
ID
510
Integral Derivatives
New York
$239K +$242K +2,300 New
OCG
511
Opus Capital Group
Ohio
$238K – – –
TW
512
Transform Wealth
Colorado
$235K +$26.3K +250 +12%
BEAM
513
Baker Ellis Asset Management
Washington
$232K +$42.1K +400 +22%
CFA
514
Capstone Financial Advisors
Illinois
$231K – – –
FCI
515
Financial Counselors Inc
Kansas
$230K +$233K +2,217 New
FB
516
Fulton Bank
Pennsylvania
$229K +$232K +2,204 New
GC
517
Grimes & Company
Massachusetts
$228K +$15.8K +150 +7%
CWM
518
Concentric Wealth Management
California
$228K +$231K +2,197 New
LCM
519
Logan Capital Management
Pennsylvania
$227K – – –
SFS
520
Sowell Financial Services
Arkansas
$226K +$208K +1,977 New
PGFC
521
Peapack-Gladstone Financial Corp
New Jersey
$225K – – –
PNC
522
Park National Corp
Ohio
$224K +$34.2K +325 +18%
FCM
523
Forester Capital Management
Illinois
$223K -$34.7K -330 -13%
AIP
524
ARS Investment Partners
New York
$223K -$18.1K -172 -7%
ZIG
525
Zuckerman Investment Group
Illinois
$221K – – –
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