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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
651
Sage Rhino Capital
California
$342K -$7.37K -42 -2%
PCS
652
Personal CFO Solutions
New Jersey
$342K -$28.9K -165 -8%
LB
653
Legacy Bridge
Iowa
$339K – – –
WH
654
Willner & Heller
California
$339K +$3.51K +20 +1%
LOAMU
655
Lombard Odier Asset Management (USA)
New York
$339K – – –
CA
656
Claro Advisors
Massachusetts
$336K +$27.7K +158 +9%
SS
657
Sunbelt Securities
Texas
$336K -$4.21K -24 -1%
BWP
658
BSW Wealth Partners
Colorado
$335K +$7.89K +45 +2%
AWP
659
Atlas Wealth Partners
Pennsylvania
$334K +$339K +1,930 New
1WA
660
180 Wealth Advisors
Washington
$330K -$10.2K -58 -3%
AWA
661
Arete Wealth Advisors
Illinois
$329K -$877 -5 -0.3%
IIC
662
Ironwood Investment Counsel
Arizona
$327K -$14.9K -85 -4%
IAS
663
Insigneo Advisory Services
Florida
$327K +$322K +1,833 New
IIM
664
InTrack Investment Management
Vermont
$325K +$320K +1,826 New
KWM
665
Kingsview Wealth Management
Oregon
$324K +$2.1K +12 +0.7%
DBT
666
Dubuque Bank & Trust
Iowa
$320K +$8.24K +47 +3%
TCWM
667
Total Clarity Wealth Management
Illinois
$320K +$5.26K +30 +2%
KP
668
Keel Point
Alabama
$319K -$24.7K -141 -7%
CAM
669
Carret Asset Management
New York
$317K – – –
FCI
670
Financial Counselors Inc
Kansas
$317K +$19.3K +110 +7%
AWA
671
Aaron Wealth Advisors
Illinois
$315K -$91.6K -522 -23%
AAS
672
Ameritas Advisory Services
Nebraska
$313K +$74.4K +424 +32%
PCMC
673
Paragon Capital Management (Colorado)
Colorado
$312K – – –
TSS
674
Two Sigma Securities
New York
$310K +$305K +1,739 New
ACA
675
Aptus Capital Advisors
Alabama
$309K +$877 +5 +0.3%
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