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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Caldwell Trust
Florida
$567K -$1.32K -9 -0.2%
SWM
527
Salvus Wealth Management
New Jersey
$566K -$146 -1 -0%
WA1
528
Wimmer Associates 1
California
$566K +$2.19K +15 +0.4%
WG
529
Welch Group
Alabama
$565K – – –
WCM
530
Wunderlich Capital Managemnt
Tennessee
$565K -$30.4K -208 -5%
PA
531
Profund Advisors
Maryland
$562K -$77.6K -530 -12%
PGWM
532
Pitti Group Wealth Management
New York
$560K -$5.27K -36 -0.9%
WIC
533
Wilkins Investment Counsel
Massachusetts
$552K +$543K +3,710 New
AF
534
Affiance Financial
Minnesota
$551K – – –
LFAS
535
Level Four Advisory Services
Texas
$550K – – –
GT
536
Greenleaf Trust
Michigan
$548K -$107K -730 -17%
DAS
537
Diversify Advisory Services
Utah
$544K +$538K +3,677 New
TYCC
538
Texas Yale Capital Corp
Florida
$543K – – –
EFS
539
Essex Financial Services
Connecticut
$543K +$28.1K +192 +6%
9WM
540
9258 Wealth Management
Ohio
$541K +$732 +5 +0.1%
GM
541
GeoWealth Management
Illinois
$535K +$177K +1,208 +51%
PWPS
542
Pinnacle Wealth Planning Services
Ohio
$530K +$56.3K +385 +12%
AIA
543
Angeles Investment Advisors
California
$529K +$113K +770 +28%
HHRDM
544
H&H Retirement Design & Management
Nevada
$528K +$544K +3,717 New
WI
545
WrapManager Inc
California
$519K +$31.9K +218 +7%
MFIM
546
Mesirow Financial Investment Management
Illinois
$512K +$35.9K +245 +8%
HSA
547
HBK Sorce Advisory
Pennsylvania
$512K +$80.8K +552 +19%
FNT
548
First Nebraska Trust
Nebraska
$512K – – –
CCG
549
Cypress Capital Group
Florida
$512K -$140K -954 -22%
CCM
550
Coerente Capital Management
Ontario, Canada
$508K +$279K +1,905 +126%
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