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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
701
Dowling & Yahnke
California
$200K -$1.84K -11 -0.9%
MSFP
702
Mark Sheptoff Financial Planning
Connecticut
$196K – – –
NIT
703
NumerixS Investment Technologies
British Columbia, Canada
$196K +$100K +600 +100%
RCAG
704
Rehmann Capital Advisory Group
Michigan
$192K -$9.37K -56 -5%
FHA
705
First Horizon Advisors
Tennessee
$188K +$103K +617 +114%
TFS
706
TrustCore Financial Services
Tennessee
$183K – – –
GSWM
707
Golden State Wealth Management
California
$171K – – –
SBL
708
Sargent Bickham Lagudis
Colorado
$170K -$18.2K -109 -9%
CFG
709
Citizens Financial Group
Rhode Island
$154K – – –
SBSB
710
Sullivan, Bruyette, Speros & Blaney
Virginia
$152K +$156K +932 New
SIC
711
Salem Investment Counselors
North Carolina
$150K – – –
PMFA
712
Plante Moran Financial Advisors
Michigan
$149K -$1.67K -10 -1%
FCT
713
Family Capital Trust
Massachusetts
$147K – – –
LJHT
714
Laurie J. Hall Trustee
$145K – – –
SIM
715
Sonora Investment Management
Arizona
$139K +$5.02K +30 +4%
BWM
716
Baystate Wealth Management
Massachusetts
$125K +$12.2K +73 +11%
QCMC
717
Quantum Capital Management (California)
California
$123K +$126K +751 New
CFGS
718
Concourse Financial Group Securities
Alabama
$122K -$355K -2,123 -74%
BG
719
Bollard Group
Massachusetts
$121K – – –
CI
720
CX Institutional
Indiana
$121K – – –
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$117K – – –
LGWM
722
Litman Gregory Wealth Management
California
$115K +$25.1K +150 +27%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K +$7.53K +45 +7%
AIC
724
Ameritas Investment Company
Nebraska
$114K +$117K +698 New
LWM
725
Liberty Wealth Management
California
$107K -$48.2K -288 -31%
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30 31