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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
501
Independent Advisor Alliance
North Carolina
$315K +$26.5K +205 +10%
WSFS
502
Wilmington Savings Fund Society
Delaware
$314K -$106K -823 -26%
CFB
503
Cullen/Frost Bankers
Texas
$312K – – –
MWAC
504
Mariner Wealth Advisors (Cincinnati)
Ohio
$312K +$82.1K +635 +37%
GBT
505
Grove Bank & Trust
Florida
$311K -$7.24K -56 -2%
WB
506
WesBanco Bank
West Virginia
$307K -$11.6K -90 -4%
CFA
507
Capstone Financial Advisors
Illinois
$305K – – –
KA
508
Kovack Advisors
Florida
$304K -$49.9K -386 -14%
IWA
509
Intercontinental Wealth Advisors
Texas
$300K +$46K +356 +19%
TW
510
Transform Wealth
Colorado
$299K – – –
SPIA
511
Steward Partners Investment Advisory
New York
$299K +$5.43K +42 +2%
BHB
512
Bank Hapoalim BM
Israel
$297K -$258K -2,000 -47%
BEAM
513
Baker Ellis Asset Management
Washington
$295K – – –
CAN
514
Cetera Advisor Networks
California
$292K -$81.9K -634 -22%
CWM
515
Concentric Wealth Management
California
$290K – – –
BTNA
516
Bremer Trust National Association
Minnesota
$290K +$8.53K +66 +3%
SBH
517
Segall Bryant & Hamill
Illinois
$289K +$283K +2,190 New
BSB
518
Bangor Savings Bank
Maine
$288K +$52.3K +405 +23%
ZIG
519
Zuckerman Investment Group
Illinois
$281K – – –
MRCM
520
M&R Capital Management
New Jersey
$279K – – –
FMC
521
First Merchants Corp
Indiana
$279K +$273K +2,113 New
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$278K +$272K +2,105 New
BHWM
523
Bar Harbor Wealth Management
New Hampshire
$277K – – –
PL
524
Parthenon LLC
Kentucky
$277K – – –
NQWM
525
Northwest Quadrant Wealth Management
Oregon
$277K +$2.33K +18 +0.9%
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