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Coca-Cola Europacific Partners
CCEP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
501
Financial Management Professionals
Texas
$3K -$2.94K -38 -49%
BGAI
502
Bruce G. Allen Investments
Colorado
$2.92K -$8.73K -113 -75%
PIM
503
Plato Investment Management
Australia
$2.77K -$46.6K -603 -94%
CA
504
CoreCap Advisors
Michigan
$2.61K +$2.63K +34 New
HWM
505
HighMark Wealth Management
Minnesota
$2.47K – – –
CFO
506
CVA Family Office
Colorado
$2.46K – – –
FG
507
Fairman Group
Pennsylvania
$2.3K – – –
BIA
508
Bell Investment Advisors
California
$2.23K – – –
SAM
509
Synergy Asset Management
Washington
$2.21K +$2.16K +28 New
LIS
510
Legacy Investment Solutions
Idaho
$2.16K – – –
LWMI
511
Legacy Wealth Management (Idaho)
Idaho
$2.16K – – –
PCM
512
Penserra Capital Management
California
$2K -$780K -10,102 -100%
PWA
513
Provenance Wealth Advisors
Florida
$1.69K – – –
TSMHT
514
Thurston Springer Miller Herd & Titak
Indiana
$1.69K – – –
ME
515
McIlrath & Eck
Washington
$1.61K – – –
MEG
516
Millstone Evans Group
Colorado
$1.61K +$1.62K +21 New
ZB
517
Zions Bancorporation
Utah
$1.54K -$544K -7,044 -100%
SO
518
Sierra Ocean
California
$1.31K +$1.31K +17 New
TCM
519
TD Capital Management
Tennessee
$1.25K +$1.24K +16 New
KFGG
520
Keystone Financial Group (Georgia)
Georgia
$1.15K +$1.16K +15 New
SIS
521
Strategic Investment Solutions
Illinois
$1.07K – – –
BIG
522
Brooklyn Investment Group
New York
$999 – – –
TCM
523
Tradewinds Capital Management
Washington
$999 +$1K +13 New
CA
524
Clearstead Advisors
Ohio
$769 +$772 +10 New
CA
525
Continuum Advisory
Idaho
$614 – – –
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