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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1151	LCP Legacy Capital Partners Milwaukee, Wisconsin	$420K	$0	1	0.27%	Maintained
1152	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$420K	-$44.9K	1	0.09%	Reduced
1153	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$418K	+$60K	1	0.24%	Increased
1154	WCM Washington Capital Management Seattle, Washington	$417K	$0	1	0.26%	Maintained
1155	GS Girard Securities San Diego, California	$414K	+$434K	1	0.41%	New
1156	Citizens Financial Group Providence, Rhode Island	$413K	+$405K	4	0.04%	New
1157	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$413K	$0	1	0.43%	Maintained
1158	ACM Armbruster Capital Management Pittsford, New York	$405K	+$392K	2	0.36%	New
1159	EIM Essex Investment Management Boston, Massachusetts	$404K	$0	1	0.06%	Maintained
1160	Brinker Capital Berwyn, Pennsylvania	$401K	+$421K	1	0.03%	New
1161	CCS Crosspoint Capital Strategies Orinda, California	$395K	+$337K	5	0.1%	Increased
1162	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$381K	-$1.77M	1	0.09%	Reduced
1163	Jensen Investment Management Lake Oswego, Oregon	$378K	+$410K	1	0.01%	New
1164	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$378K	+$67.7K	2	0.32%	Increased
1165	EMG Ellington Management Group Old Greenwich, Connecticut	$376K	-$252K	1	0.13%	Reduced
1166	MC Middleton & Co Boston, Massachusetts	$375K	+$363K	1	0.08%	New
1167	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$372K	+$391K	1	0.26%	New
1168	PTC Provident Trust Company Waukesha, Wisconsin	$372K	$0	1	0.02%	Maintained
1169	TSS Two Sigma Securities New York	$371K	+$142K	1	0.45%	Increased
1170	HCM HM Capital Management Clayton, Missouri	$370K	+$358K	1	0.39%	New
1171	Brandywine Global Investment Management Philadelphia, Pennsylvania	$364K	+$103K	1	0%	Increased
1172	Wilmington Savings Fund Society Wilmington, Delaware	$361K	$0	1	0.02%	Maintained
1173	AC Amici Capital New York	$357K	-$6.19M	1	0.03%	Reduced
1174	CAM Chesapeake Asset Management New York	$356K	$0	1	0.27%	Maintained
1175	WA WealthTrust Axiom Wayne, Pennsylvania	$356K	$0	1	0.14%	Maintained