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Diageo
DEO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
726
TrustCore Financial Services
Tennessee
$247K – – –
KTC
727
Kistler-Tiffany Companies
Pennsylvania
$247K +$190 +1 +0.1%
PCA
728
Personal Capital Advisors
California
$246K – – –
BAAM
729
Baker Avenue Asset Management
California
$244K +$267K +1,403 New
AIM
730
Anchor Investment Management
South Carolina
$243K -$19K -100 -7%
LW
731
Linscomb Wealth
Texas
$241K -$17.7K -93 -6%
SCM
732
SOL Capital Management
Maryland
$240K – – –
HBT
733
Hills Bank & Trust
Iowa
$239K – – –
VHAM
734
Van Hulzen Asset Management
California
$239K – – –
RT
735
Rockland Trust
Massachusetts
$239K +$261K +1,373 New
BIAS
736
Beacon Investment Advisory Services
New Jersey
$238K – – –
LIM
737
Leavell Investment Management
Alabama
$237K +$72.9K +383 +39%
CCM
738
Coldstream Capital Management
Washington
$236K -$20.4K -107 -7%
HFG
739
Heron Financial Group
New York
$236K -$2.85K -15 -1%
OL
740
Optas LLC
Texas
$235K -$12.6K -66 -5%
EC
741
Enhancing Capital
Pennsylvania
$235K – – –
AWA
742
Arkadios Wealth Advisors
Georgia
$234K -$8.56K -45 -3%
BA
743
Bristlecone Advisors
Washington
$233K +$45.1K +237 +22%
FHA
744
Flagship Harbor Advisors
Massachusetts
$232K +$33.5K +176 +15%
SMH
745
Sanders Morris Harris
Texas
$231K – – –
MFG
746
Merit Financial Group
Georgia
$231K +$18.5K +97 +8%
HA
747
Hofer & Associates
California
$230K +$11.2K +59 +5%
CWA
748
Centennial Wealth Advisory
Michigan
$230K +$252K +1,323 New
TCB
749
Texas Capital Bancshares
Texas
$229K -$2.09K -11 -0.8%
LWP
750
Legacy Wealth Planning
Nevada
$229K – – –
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30
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