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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
601
Brandywine Oak Private Wealth
Pennsylvania
$408K -$70.9K -404 -15%
JWCA
602
J.W. Cole Advisors
Florida
$407K +$57.7K +329 +17%
GG
603
Gofen & Glossberg
Illinois
$399K +$19.6K +112 +5%
AWM
604
Aries Wealth Management
Maine
$398K – – –
WWM
605
Western Wealth Management
Colorado
$395K -$256K -1,458 -40%
MW
606
Marcum Wealth
Ohio
$395K +$11.1K +63 +3%
HJGA
607
Hardman Johnston Global Advisors
Connecticut
$392K – – –
SCM
608
Shelton Capital Management
Colorado
$390K – – –
GI
609
Gradient Investments
Minnesota
$389K -$20.2K -115 -5%
NAM
610
NTV Asset Management
West Virginia
$388K – – –
GIA
611
Gladstone Institutional Advisory
Florida
$383K -$35.1K -200 -9%
PTC
612
Private Trust Company
Ohio
$381K -$12.5K -71 -3%
AG
613
Advocate Group
Minnesota
$379K – – –
SPWM
614
Schrum Private Wealth Management
Florida
$378K – – –
FWM
615
Forza Wealth Management
Florida
$378K +$372K +2,121 New
GBT
616
Grove Bank & Trust
Florida
$375K +$95.8K +546 +35%
FC
617
Fusion Capital
South Carolina
$374K +$4.56K +26 +1%
TA
618
TFG Advisers
Michigan
$373K +$3.16K +18 +0.9%
MCP
619
Mirador Capital Partners
California
$372K -$27.5K -157 -7%
DIA
620
Dana Investment Advisors
Wisconsin
$372K – – –
SFFS
621
Stonehage Fleming Financial Services
Jersey
$371K – – –
FNBT
622
FineMark National Bank & Trust
Florida
$371K – – –
LCM
623
Logan Capital Management
Pennsylvania
$371K – – –
AFM
624
Abbot Financial Management
Massachusetts
$370K -$78.9K -450 -18%
SWM
625
Spire Wealth Management
Virginia
$369K +$2.1K +12 +0.6%
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25
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