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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
701
Choate Investment Advisors
Massachusetts
$203K +$198K +1,176 New
DCM
702
Dynamic Capital Management
Jersey
$202K -$21.2K -126 -10%
AL
703
Aspiriant LLC
California
$201K +$196K +1,165 New
HSA
704
HBK Sorce Advisory
Pennsylvania
$200K +$195K +1,161 New
SBL
705
Sargent Bickham Lagudis
Colorado
$198K -$4.88K -29 -2%
TFS
706
TrustCore Financial Services
Tennessee
$192K -$1.01K -6 -0.5%
GSWM
707
Golden State Wealth Management
California
$179K -$8.07K -48 -4%
PCG
708
Private Capital Group
Connecticut
$172K -$122K -728 -38%
OIA
709
OneDigital Investment Advisors
Kansas
$169K +$67.2K +400 +69%
CFG
710
Citizens Financial Group
Rhode Island
$162K +$15.6K +93 +11%
LWM
711
Liberty Wealth Management
California
$162K +$66.1K +393 +72%
PMFA
712
Plante Moran Financial Advisors
Michigan
$158K -$5.38K -32 -3%
SIC
713
Salem Investment Counselors
North Carolina
$158K +$154K +917 New
FCT
714
Family Capital Trust
Massachusetts
$155K – – –
LJHT
715
Laurie J. Hall Trustee
$154K – – –
SIM
716
Sonora Investment Management
Arizona
$141K +$49.6K +295 +56%
CI
717
CX Institutional
Indiana
$128K -$169K -1,007 -58%
BG
718
Bollard Group
Massachusetts
$128K +$1.18K +7 +1%
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$123K – – –
AOWM
720
Alpha Omega Wealth Management
Virginia
$120K – – –
BWM
721
Baystate Wealth Management
Massachusetts
$118K – – –
BCI
722
Brinker Capital Investments
Pennsylvania
$117K +$68.1K +405 +149%
WPA
723
West Paces Advisors
Georgia
$112K – – –
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K +$9.08K +54 +9%
JAM
725
JCIC Asset Management
Ontario, Canada
$103K – – –
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