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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$349K -$243K -1,356 -40%
RSWM
602
Robertson Stephens Wealth Management
California
$349K -$74.5K -416 -17%
FNC
603
First National Corp
Massachusetts
$349K +$8.06K +45 +2%
MGIA
604
Moneta Group Investment Advisors
Missouri
$347K -$47.7K -266 -12%
RIA
605
Richwood Investment Advisors
Ohio
$347K – – –
LC
606
LCNB Corp
Ohio
$341K -$13.8K -77 -4%
EWM
607
Empirical Wealth Management
Washington
$340K -$20.8K -116 -5%
HL
608
HeadInvest LLC
Maine
$339K – – –
CB
609
Cadence Bank
Mississippi
$339K +$358K +1,996 New
ATC
610
Argent Trust Co
Tennessee
$339K +$358K +1,997 New
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$338K +$4.3K +24 +1%
NQWM
612
Northwest Quadrant Wealth Management
Oregon
$337K -$5.74K -32 -2%
JWM
613
Jeppson Wealth Management
California
$336K -$3.58K -20 -1%
FCCM
614
First City Capital Management
Georgia
$335K – – –
SRC
615
Sage Rhino Capital
California
$333K +$4.66K +26 +1%
HH
616
Hilltop Holdings
Texas
$333K +$144K +806 +70%
1WA
617
180 Wealth Advisors
Washington
$332K -$84.9K -474 -20%
JWCA
618
J.W. Cole Advisors
Florida
$332K +$74.7K +417 +27%
CWM
619
Concentric Wealth Management
California
$331K – – –
AWM
620
Aevitas Wealth Management
Massachusetts
$329K -$12K -67 -3%
CAM
621
Cozad Asset Management
Illinois
$329K +$34K +190 +11%
IC
622
Inscription Capital
Texas
$328K +$1.79K +10 +0.5%
KP
623
Keel Point
Alabama
$328K +$41.2K +230 +14%
CIC
624
Carnegie Investment Counsel
Ohio
$327K -$1.43K -8 -0.4%
IIC
625
Ironwood Investment Counsel
Arizona
$326K -$24.2K -135 -7%
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