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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
576
Global Retirement Partners
California
$252K +$272K +2,503 New
WIC
577
Wilkins Investment Counsel
Massachusetts
$252K – – –
VCM
578
Versant Capital Management
Arizona
$252K -$13.2K -122 -5%
SWP
579
Sagespring Wealth Partners
Tennessee
$252K -$71.3K -657 -21%
ONB
580
Old National Bancorp
Indiana
$251K -$67.2K -619 -20%
PWP
581
Phillips Wealth Planners
Mississippi
$251K +$259K +2,384 New
RGC
582
Roberts, Glore & Co
Illinois
$250K +$9.76K +90 +4%
NCM
583
Narwhal Capital Management
Georgia
$250K -$620K -5,715 -70%
GSEP
584
Golden State Equity Partners
California
$247K +$266K +2,451 New
S
585
SimplyRich
California
$247K – – –
FVWA
586
Foster Victor Wealth Advisors
South Carolina
$246K -$2.39K -22 -0.9%
NHC
587
Nicholas Hoffman & Company
Georgia
$246K -$41.7K -384 -14%
TYCC
588
Texas Yale Capital Corp
Florida
$244K +$24.3K +224 +10%
OBGC
589
O'Brien Greene & Co
Pennsylvania
$244K -$651 -6 -0.2%
WF
590
Welch & Forbes
Massachusetts
$241K -$60.9K -561 -19%
LFAS
591
Level Four Advisory Services
Texas
$239K +$257K +2,369 New
SFS
592
Sowell Financial Services
Arkansas
$238K -$14.5K -134 -5%
EWA
593
EP Wealth Advisors
California
$237K +$255K +2,350 New
JWM
594
Jeppson Wealth Management
California
$237K +$255K +2,346 New
MSS
595
Mitchell Sinkler & Starr
Pennsylvania
$234K +$1.63K +15 +0.7%
TAM
596
Tocqueville Asset Management
New York
$233K -$16.3K -150 -6%
BIG
597
Brooklyn Investment Group
New York
$233K +$171K +1,575 +214%
ESB
598
Essex Savings Bank
Connecticut
$233K -$2.06K -19 -0.8%
CCA
599
Checchi Capital Advisers
California
$229K -$11.6K -107 -4%
FFO
600
Fortitude Family Office
Arizona
$225K – – –
22 23
24
25 26