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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Concentric Wealth Management
California
$297K -$14.4K -100 -5%
FHA
552
Flagship Harbor Advisors
Massachusetts
$296K +$23K +160 +8%
JAM
553
Jolley Asset Management
North Carolina
$295K -$28.7K -200 -9%
CBU
554
CIBC Bank USA
Illinois
$295K – – –
LCP
555
Legacy Capital Partners
Wisconsin
$295K – – –
CCP
556
Cardan Capital Partners
Colorado
$294K – – –
TW
557
Transform Wealth
Colorado
$292K – – –
NIM
558
Northeast Investment Management
Massachusetts
$292K +$10.2K +71 +4%
CFA
559
Carroll Financial Associates
North Carolina
$291K +$28.1K +196 +11%
CIC
560
Crawford Investment Counsel
Georgia
$290K -$14.4K -100 -5%
NA
561
NewEdge Advisors
Louisiana
$290K +$294K +2,049 New
WA
562
Wheatland Advisors
Pennsylvania
$285K – – –
BA
563
Boston Advisors
Massachusetts
$284K – – –
FMC
564
First Merchants Corp
Indiana
$283K – – –
LCM
565
Logan Capital Management
Pennsylvania
$283K – – –
RHBC
566
R.H. Bluestein & Co
Michigan
$283K – – –
EFSCE
567
Enterprise Financial Services Corp (EFSC)
Missouri
$282K +$7.32K +51 +3%
FPS
568
Fieldpoint Private Securities
Connecticut
$281K – – –
PIM
569
Penobscot Investment Management
Massachusetts
$280K – – –
LSAG
570
Lake Street Advisors Group
New Hampshire
$279K -$46.2K -322 -14%
IIM
571
Ironwood Investment Management
Massachusetts
$279K +$8.9K +62 +3%
GBT
572
Grove Bank & Trust
Florida
$277K -$7.75K -54 -3%
HJIM
573
Henry James International Management
New York
$275K +$278K +1,938 New
SCM
574
SOL Capital Management
Maryland
$273K -$4.31K -30 -2%
PFS
575
Prospera Financial Services
Texas
$270K -$159K -1,105 -37%
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