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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
526
Transform Wealth
Colorado
$330K – – –
AR
527
Advisory Research
Illinois
$329K -$30.3K -220 -9%
ZIG
528
Zuckerman Investment Group
Illinois
$328K +$16.7K +121 +6%
SWM
529
SVA Wealth Management
Wisconsin
$325K -$82.7K -600 -21%
CFA
530
Capstone Financial Advisors
Illinois
$325K -$10.8K -78 -3%
MRCM
531
M&R Capital Management
New Jersey
$323K +$14.2K +103 +5%
CWM
532
Concentric Wealth Management
California
$321K – – –
LSAG
533
Lake Street Advisors Group
New Hampshire
$320K +$302K +2,192 New
KA
534
Kovack Advisors
Florida
$318K -$17K -123 -5%
RC
535
RegentAtlantic Capital
New Jersey
$315K +$29.5K +214 +11%
AFNAS
536
American Financial Network Advisory Services
California
$312K -$87.1K -632 -23%
BEAM
537
Baker Ellis Asset Management
Washington
$312K -$13.8K -100 -4%
WB
538
WesBanco Bank
West Virginia
$309K -$28.3K -205 -9%
FMC
539
First Merchants Corp
Indiana
$309K – – –
BHWM
540
Bar Harbor Wealth Management
New Hampshire
$307K – – –
PL
541
Parthenon LLC
Kentucky
$307K – – –
CIC
542
Crawford Investment Counsel
Georgia
$307K +$1.1K +8 +0.4%
LCP
543
Legacy Capital Partners
Wisconsin
$304K – – –
LCM
544
LVM Capital Management
Michigan
$303K – – –
WIP
545
Wellesley Investment Partners
Massachusetts
$301K +$5.1K +37 +2%
GP
546
Girard Partners
Pennsylvania
$298K – – –
GBT
547
Grove Bank & Trust
Florida
$297K -$43.1K -313 -13%
HCM
548
Howland Capital Management
Massachusetts
$296K – – –
AC
549
Addenda Capital
Quebec, Canada
$295K – – –
WA
550
Wheatland Advisors
Pennsylvania
$294K – – –
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