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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
726
Security National Trust
West Virginia
$103K – – –
TCCM
727
Timber Creek Capital Management
Massachusetts
$103K – – –
NIT
728
NumerixS Investment Technologies
British Columbia, Canada
$103K +$101K +600 New
SWP
729
Strategic Wealth Partners
Ohio
$99K -$34.5K -205 -26%
GRP
730
Global Retirement Partners
California
$96K -$3.53K -21 -4%
LGWM
731
Litman Gregory Wealth Management
California
$95K +$84K +500 +943%
QT
732
Quantbot Technologies
New York
$94K -$235K -1,396 -72%
FHA
733
First Horizon Advisors
Tennessee
$93K -$114K -678 -56%
ZB
734
Zions Bancorporation
Utah
$90K -$15.8K -94 -15%
CAW
735
Cornerstone Advisors (Washington)
Washington
$90K +$12.3K +73 +16%
FCA
736
FinTrust Capital Advisors
South Carolina
$87K -$16.8K -100 -16%
CHC
737
City Holding Co
West Virginia
$85K – – –
WWM
738
Willingdon Wealth Management
North Carolina
$84K +$10.6K +63 +15%
TIM
739
Tortoise Investment Management
New York
$83K – – –
THWM
740
Taylor Hoffman Wealth Management
Virginia
$82K – – –
CG
741
Cutler Group
California
$80K +$78.2K +465 New
FWM
742
Focused Wealth Management
New York
$78K -$25.2K -150 -25%
FRA
743
Front Row Advisors
California
$78K – – –
LF
744
Lee Financial
Texas
$78K – – –
SIAS
745
Shine Investment Advisory Services
Colorado
$74K -$4.37K -26 -6%
POIA
746
Pin Oak Investment Advisors
Texas
$74K +$47.4K +282 +189%
SHJ
747
Sharkey, Howes & Javer
Colorado
$73K – – –
AF
748
Allworth Financial
California
$72K – – –
BWP
749
Baldwin Wealth Partners
Massachusetts
$69K – – –
CIM
750
Contravisory Investment Management
Massachusetts
$65K -$504 -3 -0.8%
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30
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