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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
676
Sonora Investment Management
Arizona
$64K +$31.3K +218 +94%
AF
677
Allworth Financial
California
$63K +$1K +7 +2%
APP
678
Avantax Planning Partners
Iowa
$61K +$61.9K +431 New
SHJ
679
Sharkey, Howes & Javer
Colorado
$60K – – –
ST
680
Sageworth Trust
Pennsylvania
$60K +$43.8K +305 +254%
FC
681
Ferris Capital
Massachusetts
$57K – – –
SIAS
682
Shine Investment Advisory Services
Colorado
$57K – – –
PA
683
Perennial Advisors
New York
$57K +$57.4K +400 New
CIM
684
Contravisory Investment Management
Massachusetts
$57K +$57.9K +403 New
PMFA
685
Plante Moran Financial Advisors
Michigan
$55K -$283K -1,972 -84%
LFA
686
Legacy Financial Advisors
Kentucky
$55K +$6.46K +45 +13%
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$53.3K +371 New
CAW
688
Cornerstone Advisors (Washington)
Washington
$51K +$4.88K +34 +10%
SFFS
689
Stonehage Fleming Financial Services
Jersey
$50K -$51K -355 -50%
JCM
690
Jacobi Capital Management
Pennsylvania
$50K +$36.3K +253 +253%
CTB
691
Country Trust Bank
Illinois
$48K – – –
MWPCG
692
Measured Wealth Private Client Group
New Hampshire
$48K +$49K +341 New
AIM
693
Arcadia Investment Management
Michigan
$47K – – –
WAP
694
Wealthcare Advisory Partners
Pennsylvania
$47K – – –
FGAM
695
Financial Gravity Asset Management
Texas
$47K +$2.58K +18 +6%
QAM
696
QCI Asset Management
New York
$47K +$46.9K +327 +6,540%
PG
697
Patten Group
Tennessee
$45K – – –
IP
698
Isthmus Partners
Wisconsin
$45K +$45.2K +315 New
BFC
699
Bedel Financial Consulting
Indiana
$44K – – –
WCM
700
Whitener Capital Management
North Carolina
$44K +$44.8K +312 New
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