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Coca-Cola Europacific Partners
CCEP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
526
HighMark Wealth Management
Minnesota
$3.32K +$489 +6 +19%
NSIM
527
North Star Investment Management
Illinois
$3.22K -$2.77K -34 -48%
BGAI
528
Bruce G. Allen Investments
Colorado
$3.22K -$82 -1 -3%
PIM
529
Plato Investment Management
Australia
$3.17K – – –
NEWAS
530
N.E.W. Advisory Services
Wisconsin
$3.1K +$2.94K +36 New
HBW
531
Hazlett, Burt & Watson
West Virginia
$3K -$6.28K -77 -66%
PCM
532
Penserra Capital Management
California
$3K – – –
RF
533
Rossby Financial
Florida
$2.81K +$2.61K +32 New
CFO
534
CVA Family Office
Colorado
$2.79K – – –
SO
535
Sierra Ocean
California
$2.61K +$1.06K +13 +76%
BLC
536
Brown, Lisle/Cummings
Rhode Island
$2.61K +$2.45K +30 New
BIA
537
Bell Investment Advisors
California
$2.52K – – –
LWMI
538
Legacy Wealth Management (Idaho)
Idaho
$2.35K – – –
FG
539
Fairman Group
Pennsylvania
$2.3K – – –
PWA
540
Provenance Wealth Advisors
Florida
$1.92K – – –
TSMHT
541
Thurston Springer Miller Herd & Titak
Indiana
$1.91K – – –
ME
542
McIlrath & Eck
Washington
$1.83K – – –
MEG
543
Millstone Evans Group
Colorado
$1.83K – – –
ZBNA
544
Zions Bancorporation, National Association
Utah
$1.74K +$1.63K +20 New
FCAS
545
First Command Advisory Services
Texas
$1.65K +$1.55K +19 New
RWM
546
Raffa Wealth Management
District of Columbia
$1.57K -$8.81K -108 -86%
NC
547
NewSquare Capital
Pennsylvania
$1.48K +$1.39K +17 New
TCM
548
TD Capital Management
Tennessee
$1.42K – – –
KFGG
549
Keystone Financial Group (Georgia)
Georgia
$1.36K – – –
MFS
550
Mattson Financial Services
Michigan
$1.3K +$1.22K +15 New
20 21
22
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