We are live on ! Find out more
CCEP icon

Coca-Cola Europacific Partners
CCEP

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
351
Wealth Quarterback
New Jersey
$4.96K +$5.11K +97 New
FP
352
Financial Perspectives
Minnesota
$4.02K +$4.16K +79 New
GRP
353
Global Retirement Partners
California
$4K -$12.6K -240 -76%
VFA
354
Valeo Financial Advisors
Indiana
$4K – – –
GWS
355
Glassman Wealth Services
Virginia
$4K +$263 +5 +7%
EWA
356
Evolution Wealth Advisors
Florida
$4K +$4.64K +88 New
BWM
357
Baystate Wealth Management
Massachusetts
$3K – – –
JCM
358
Jacobi Capital Management
Pennsylvania
$3K – – –
CHA
359
Carmichael Hill & Associates
Maryland
$3K +$2.9K +55 New
TPWA
360
TRUE Private Wealth Advisors
Oregon
$3K +$3.42K +65 New
TCOV
361
Trust Company of Vermont
Vermont
$3K +$3.58K +68 New
CCA
362
Column Capital Advisors
Indiana
$3K +$4K +76 New
SFSIG
363
San Francisco Sentry Investment Group
California
$2K – – –
SWM
364
Selective Wealth Management
Virginia
$2K – – –
HR
365
Howe & Rusling
New York
$2K +$316 +6 +23%
WB
366
West Bancorporation
Iowa
$2K +$2.16K +41 New
WCM
367
Wealthcare Capital Management
Virginia
$2K +$2.21K +42 New
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32K -$63.9K -1,213 -98%
LWM
369
Liberty Wealth Management
California
$1K -$17.5K -333 -95%
DAM
370
Delta Asset Management
Tennessee
$1K – – –
ME
371
McIlrath & Eck
Washington
$1K – – –
PFBT
372
Parkside Financial Bank & Trust
Missouri
$1K – – –
CWA
373
Capital Wealth Alliance
Arizona
$1K +$1.11K +21 New
SMFS
374
Squar Milner Financial Services
California
$1K +$1.48K +28 New
KPW
375
Kore Private Wealth
New York
$1K +$1.53K +29 New
13 14
15
16 17