We are live on ! Find out more
CCEP icon

Coca-Cola Europacific Partners
CCEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
551
Triumph Capital Management
Colorado
$1.1K – – –
SHIM
552
Stone House Investment Management
Pennsylvania
$1.1K +$381 +4 +57%
MWM
553
Mascoma Wealth Management
New Hampshire
$1.1K +$1.05K +11 New
TCA
554
Trifecta Capital Advisors
Illinois
$1.1K +$1.05K +11 New
CJ
555
Caitlin John
Michigan
$1K – – –
MB
556
MidFirst Bank
Oklahoma
$1K – – –
PWAM
557
Private Wealth Asset Management
Iowa
$1K – – –
POIA
558
Pin Oak Investment Advisors
Texas
$1K +$763 +8 New
CFG
559
CKW Financial Group
Hawaii
$1K +$1.14K +12 New
BIM
560
Breakwater Investment Management
Washington
$901 +$858 +9 New
CCWM
561
Cassaday & Co Wealth Management
Virginia
$801 -$2.86K -30 -79%
LCM
562
Logan Capital Management
Pennsylvania
$700 +$667 +7 New
PMFA
563
Plante Moran Financial Advisors
Michigan
$700 +$667 +7 New
ACA
564
American Capital Advisory
Idaho
$601 -$763 -8 -57%
MCM
565
MV Capital Management
Maryland
$601 +$572 +6 New
HIA
566
Highland Investment Advisors
Florida
$600 +$572 +6 New
MWM
567
Mosley Wealth Management
California
$600 +$572 +6 New
WBC
568
West Branch Capital
Massachusetts
$501 – – –
DRP
569
Decker Retirement Planning
Utah
$484 +$477 +5 New
BWL
570
Bogart Wealth LLC
Virginia
$400 +$191 +2 +100%
EP
571
Essential Partners
California
$300 – – –
FGC
572
Financial Gravity Companies
Texas
$300 +$286 +3 New
MS
573
Monetary Solutions
Ohio
$200 +$191 +2 New
HHGA
574
Halbert Hargrove Global Advisors
California
$88 +$95 +1 New
FMI
575
Fiduciary Management Inc
Wisconsin
– -$72.7M -802,103 Closed
21 22
23
24 25