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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRCM
701
Corbett Road Capital Management
Virginia
$220K +$212K +1,305 New
IWP
702
Icon Wealth Partners
Texas
$220K +$212K +1,305 New
EH
703
Equitable Holdings
New York
$220K +$213K +1,309 New
DHFB
704
Dixon Hubard Feinour & Brown
Virginia
$219K – – –
CA
705
Claro Advisors
Massachusetts
$219K +$6.83K +42 +3%
BWA
706
Burt Wealth Advisors
Maryland
$218K – – –
III
707
Independent Investors Inc
New York
$218K – – –
OFS
708
Oldfather Financial Services
Nebraska
$217K +$219K +1,348 New
STA
709
Summit Trail Advisors
New York
$216K +$208K +1,280 New
TW
710
Transform Wealth
Colorado
$215K -$42.7K -263 -17%
RSWM
711
Robertson Stephens Wealth Management
California
$214K -$56.9K -350 -22%
CL
712
CPWM LLC
Washington
$214K – – –
TSW
713
Thompson Siegel & Walmsley
Virginia
$214K – – –
LIM
714
Leavell Investment Management
Alabama
$213K +$3.74K +23 +2%
DY
715
Dowling & Yahnke
California
$213K +$6.5K +40 +3%
LIA
716
LS Investment Advisors
Michigan
$212K – – –
PNC
717
Park National Corp
Ohio
$212K +$205K +1,261 New
EM
718
Excalibur Management
Massachusetts
$211K +$203K +1,250 New
CCP
719
Cardan Capital Partners
Colorado
$210K – – –
FMTC
720
Farmers & Merchants Trust Company
California
$210K – – –
BG
721
Berry Group
Massachusetts
$210K +$202K +1,245 New
IWC
722
Integrated Wealth Concepts
Massachusetts
$209K +$202K +1,243 New
BEAM
723
Baker Ellis Asset Management
Washington
$208K -$16.3K -100 -7%
ECM
724
ExodusPoint Capital Management
New York
$208K -$10.6K -65 -5%
PCM
725
Palisade Capital Management
New Jersey
$208K – – –
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