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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Concentric Wealth Management
California
$246K – – –
SPWM
677
Schrum Private Wealth Management
Florida
$245K – – –
MP
678
McDonald Partners
Ohio
$244K -$43.4K -315 -14%
CIAS
679
Capital Investment Advisory Services
North Carolina
$243K -$3.44K -25 -1%
AFM
680
Abbot Financial Management
Massachusetts
$243K – – –
AWA
681
Aaron Wealth Advisors
Illinois
$240K -$160K -1,161 -38%
GSEP
682
Golden State Equity Partners
California
$239K +$262K +1,899 New
RFC
683
Regions Financial Corp
Alabama
$237K -$290K -2,106 -53%
FAIM
684
Financial Advocates Investment Management
Washington
$237K -$28.5K -207 -10%
QCIG
685
Quad-Cities Investment Group
Iowa
$233K -$30.7K -223 -11%
SGA
686
Strategic Global Advisors
California
$232K -$119K -866 -46%
RA
687
Ruggaard & Associates
Ohio
$232K -$28.1K -204 -10%
TFA
688
Tranquilli Financial Advisor
New Jersey
$232K +$58K +421 +30%
AWP
689
Atlas Wealth Partners
Pennsylvania
$230K – – –
WH
690
Willner & Heller
California
$229K -$13.4K -97 -5%
CPIG
691
Chicago Partners Investment Group
Illinois
$229K -$51.7K -375 -17%
CUAMC
692
China Universal Asset Management Company
China
$228K -$364K -2,644 -59%
SEIA
693
Signature Estate & Investment Advisors
California
$228K +$249K +1,806 New
KIA
694
KCM Investment Advisors
California
$226K -$13.8K -100 -5%
PFBT
695
Parkside Financial Bank & Trust
Missouri
$225K -$6.47K -47 -3%
ACA
696
Aptus Capital Advisors
Alabama
$225K -$145K -1,050 -37%
APWM
697
Argonautica Private Wealth Management
Massachusetts
$225K +$24.4K +177 +11%
KP
698
Keel Point
Alabama
$225K +$15.6K +113 +7%
KGC
699
Kennon-Green & Company
Ohio
$224K +$245K +1,779 New
WA
700
Wealth Alliance
New York
$221K -$320K -2,322 -57%
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