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Coca-Cola Consolidated
COKE

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
501
Financial Perspectives
Minnesota
$35.1K – – –
CB
502
Community Bank
New York
$33.7K – – –
GSEP
503
Golden State Equity Partners
California
$31.3K +$28.5K +163 New
BWM
504
Benson Wealth Management
Tennessee
$30.5K -$1.4K -8 -5%
VSQM
505
V-Square Quantitative Management
Illinois
$30.5K – – –
LI
506
LRI Investments
Florida
$28.8K – – –
RS
507
Rakuten Securities
Japan
$26.8K +$17.5K +100 +250%
PTC
508
Private Trust Company
Ohio
$25.7K – – –
BBHC
509
Brown Brothers Harriman & Co
New York
$25.3K +$9.98K +57 +76%
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$24.7K -$525 -3 -2%
SGK
511
Steigerwald Gordon & Koch
Virginia
$23K – – –
BSB
512
Bangor Savings Bank
Maine
$23K – – –
FFO
513
Fortitude Family Office
Arizona
$22.2K +$4.73K +27 +30%
BWA
514
Basecamp Wealth Advisors
Washington
$21.5K -$5.78K -33 -23%
SIS
515
Sound Income Strategies
Florida
$20.3K – – –
SIC
516
Salem Investment Counselors
North Carolina
$19.2K +$17.5K +100 New
CIM
517
Contravisory Investment Management
Massachusetts
$18.6K +$17K +97 New
CFO
518
CVA Family Office
Colorado
$18.4K +$15.1K +86 +860%
OCWP
519
Owl Creek Wealth Partners
Colorado
$18.2K +$16.6K +95 New
JWA
520
JFS Wealth Advisors
Pennsylvania
$17.1K – – –
CFD
521
Creative Financial Designs
Indiana
$16.5K +$15.1K +86 New
CT
522
Clearstead Trust
Maine
$14.8K – – –
AIM
523
Anchor Investment Management
South Carolina
$14.4K – – –
SPIA
524
Steward Partners Investment Advisory
New York
$13.6K -$40.1K -229 -76%
PWMG
525
Private Wealth Management Group
New Jersey
$13.4K – – –
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