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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
501
Twelve Points Wealth Management
Massachusetts
$354K -$759 -7 -0.2%
SIC
502
Sage Investment Counsel
Tennessee
$353K +$141K +1,300 +59%
AC
503
AlphaCore Capital
California
$349K +$123K +1,132 +49%
CHJWM
504
Carlton Hofferkamp & Jenks Wealth Management
Texas
$349K -$24.4K -225 -6%
DG
505
DMC Group
Alabama
$349K +$106K +976 +39%
NFGCM
506
Norman Fields Gottscho Capital Management
New York
$347K -$4.88K -45 -1%
SIG
507
Stonegate Investment Group
Alabama
$346K -$4.67K -43 -1%
GC
508
Grimes & Company
Massachusetts
$346K -$7.92K -73 -2%
LKIM
509
Lawson Kroeker Investment Management
Nebraska
$346K – – –
CCG
510
Cypress Capital Group
Florida
$343K – – –
AF
511
Aviso Financial
Ontario, Canada
$342K -$62.8K -579 -15%
ACA
512
Aptus Capital Advisors
Alabama
$341K +$367K +3,384 New
CIA
513
Cohen Investment Advisors
New Hampshire
$338K -$52.9K -488 -13%
SF
514
Summit Financial
New Jersey
$337K -$83.3K -768 -19%
MWM
515
Mission Wealth Management
California
$337K -$89.1K -821 -20%
CFO
516
Callan Family Office
Pennsylvania
$336K +$117K +1,075 +48%
GCM
517
Gallacher Capital Management
Colorado
$335K -$542 -5 -0.2%
STA
518
Summit Trail Advisors
New York
$333K +$14.5K +134 +4%
FNT
519
First Nebraska Trust
Nebraska
$332K – – –
DWT
520
Dorsey & Whitney Trust
South Dakota
$331K +$10.4K +96 +3%
TBA
521
Tower Bridge Advisors
Pennsylvania
$330K -$99.8K -920 -22%
MPAM
522
Murphy Pohlad Asset Management
Minnesota
$327K – – –
QWM
523
Quadcap Wealth Management
Texas
$325K -$125K -1,149 -26%
1WM
524
1900 Wealth Management
Texas
$325K – – –
PWAM
525
Pinnacle West Asset Management
Wyoming
$324K -$2.71K -25 -0.8%
19 20
21
22 23