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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
701
Cary Street Partners Asset Management
Virginia
$269K -$38K -200 -11%
SS
702
Sunbelt Securities
Texas
$269K +$10.8K +57 +4%
JWCA
703
J.W. Cole Advisors
Florida
$268K -$20.4K -107 -7%
ERIM
704
Eagle Ridge Investment Management
Connecticut
$265K -$19K -100 -6%
EWA
705
EP Wealth Advisors
California
$265K +$290K +1,523 New
SC
706
Schulhoff & Co
Ohio
$262K – – –
GBT
707
Grove Bank & Trust
Florida
$261K -$96.1K -505 -25%
ACM
708
Argyle Capital Management
Pennsylvania
$261K – – –
TC
709
Tacita Capital
Ontario, Canada
$261K – – –
BIM
710
Baldwin Investment Management
Pennsylvania
$259K -$951 -5 -0.3%
WF
711
WoodTrust Financial
Wisconsin
$259K – – –
GWANC
712
Guardian Wealth Advisors (North Carolina)
North Carolina
$259K +$283K +1,486 New
RWA
713
Ropes Wealth Advisors
Massachusetts
$258K -$37.7K -198 -12%
BFS
714
Baskin Financial Services
Ontario, Canada
$258K -$19K -100 -6%
CT
715
Cambridge Trust
Massachusetts
$258K -$2.09K -11 -0.7%
HWA
716
Heartwood Wealth Advisors
Virginia
$257K +$281K +1,477 New
CGPCS
717
Capital Group Private Client Services
California
$256K -$9.32K -49 -3%
BTI
718
Blue Trust Inc
Georgia
$256K +$239K +1,258 New
RCA
719
Resonant Capital Advisors
Wisconsin
$255K +$22.4K +118 +9%
TPCW
720
TD Private Client Wealth
New York
$255K -$48.3K -254 -15%
GW
721
GW & Wade
Massachusetts
$253K -$24K -126 -8%
RTS
722
Round Table Services
New Jersey
$253K -$17.3K -91 -6%
KC
723
Knuff & Co
California
$253K -$2.85K -15 -1%
MIA
724
MMBG Investment Advisors
Florida
$248K – – –
PIM
725
Penobscot Investment Management
Massachusetts
$248K – – –
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