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Coca-Cola Europacific Partners
CCEP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
301
Prospera Financial Services
Texas
$6K +$6.67K +163 New
FHC
302
First Horizon Corporation
Tennessee
$5K +$6.02K +147 New
SWM
303
Selective Wealth Management
Virginia
$4K -$2.01K -49 -30%
FP
304
Financial Perspectives
Minnesota
$3.07K – – –
FCA
305
FinTrust Capital Advisors
South Carolina
$3K – – –
GRP
306
Global Retirement Partners
California
$3K – – –
SL
307
Savior LLC
Massachusetts
$3K – – –
VCM
308
Versant Capital Management
Arizona
$3K – – –
BCMIO
309
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$2.66K +65 New
AF
310
Advisornet Financial
Minnesota
$2K -$40.3K -984 -95%
CCA
311
Column Capital Advisors
Indiana
$2K -$778 -19 -25%
BWM
312
Baystate Wealth Management
Massachusetts
$2K – – –
CHA
313
Carmichael Hill & Associates
Maryland
$2K – – –
GAM
314
Gemmer Asset Management
California
$2K – – –
JCM
315
Jacobi Capital Management
Pennsylvania
$2K – – –
WB
316
West Bancorporation
Iowa
$2K – – –
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2.17K +53 New
FFA
318
Founders Financial Alliance
North Carolina
$2K +$2.33K +57 New
CFB
319
Cullen/Frost Bankers
Texas
$1K -$55.4K -1,353 -97%
IA
320
IFP Advisors
Florida
$1K -$6.1K -149 -89%
DAM
321
Delta Asset Management
Tennessee
$1K – – –
HR
322
Howe & Rusling
New York
$1K – – –
SFSIG
323
San Francisco Sentry Investment Group
California
$1K – – –
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$123 +3 +17%
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$1K +$1.19K +29 New
11 12
13
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