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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
501
Sowell Financial Services
Arkansas
$257K +$14.2K +127 +6%
BSW
502
Buckingham Strategic Wealth
Missouri
$254K -$66K -588 -21%
CWM
503
Concentric Wealth Management
California
$254K – – –
AR
504
Advisory Research
Illinois
$251K +$21.1K +188 +9%
BHWM
505
Bar Harbor Wealth Management
New Hampshire
$248K -$97K -865 -29%
NFG
506
Next Financial Group
Texas
$247K -$80K -713 -25%
ZIG
507
Zuckerman Investment Group
Illinois
$246K – – –
PL
508
Parthenon LLC
Kentucky
$243K -$22.4K -200 -9%
SCM
509
SOL Capital Management
Maryland
$243K – – –
FNT
510
First Nebraska Trust
Nebraska
$242K +$235K +2,097 New
CSS
511
Cubist Systematic Strategies
Connecticut
$241K -$443K -3,949 -65%
LCP
512
Legacy Capital Partners
Wisconsin
$241K – – –
FHA
513
First Horizon Advisors
Tennessee
$239K -$434K -3,866 -65%
MRCM
514
M&R Capital Management
New Jersey
$239K – – –
CA
515
Cetera Advisors
Colorado
$239K +$231K +2,056 New
GC
516
Grimes & Company
Massachusetts
$237K -$16.8K -150 -7%
OMC
517
Old Mission Capital
Illinois
$234K -$4.46M -39,773 -95%
AIP
518
ARS Investment Partners
New York
$234K -$13.5K -120 -6%
ARMC
519
American Research & Management Company
Massachusetts
$233K – – –
LNC
520
Lincoln National Corp
Pennsylvania
$233K +$226K +2,016 New
WA
521
Wheatland Advisors
Pennsylvania
$232K +$226K +2,010 New
SQA
522
Simon Quick Advisors
New Jersey
$231K -$348K -3,100 -61%
SAM
523
Shikiar Asset Management
New York
$231K -$224K -2,000 -50%
LCM
524
Logan Capital Management
Pennsylvania
$231K -$20.2K -180 -8%
GG
525
Gofen & Glossberg
Illinois
$231K -$13.5K -120 -6%
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