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Coca-Cola Consolidated
COKE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
SHP Wealth Management
Massachusetts
$9.93K +$186 +1 +2%
BIA
552
Bell Investment Advisors
California
$9.55K – – –
BCPWM
553
Bradley & Co Private Wealth Management
Florida
$9.55K – – –
MFS
554
Montgomery Financial Services
Maryland
$9.55K +$9.31K +50 New
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$8.78K -$745 -4 -8%
SIC
556
SJS Investment Consulting
Ohio
$8.59K +$3.73K +20 +80%
RS
557
Rakuten Securities
Japan
$8.4K -$17.9K -96 -69%
WETS
558
Wealth Enhancement Trust Services
South Dakota
$8.4K +$8.19K +44 New
VWA
559
VSM Wealth Advisory
Maryland
$7.67K – – –
GWS
560
Greykasell Wealth Strategies
California
$7.64K – – –
KG
561
Kilter Group
New York
$7.64K – – –
EWP
562
Elevation Wealth Partners
California
$6.68K +$2.98K +16 +84%
W
563
WealthCollab
Washington
$5.92K -$372 -2 -6%
BFS
564
Bare Financial Services
Pennsylvania
$5.73K -$559 -3 -9%
SC
565
Solstein Capital
California
$5.73K – – –
T
566
Tidemark
California
$5.73K – – –
RF
567
Rossby Financial
Florida
$5.35K +$186 +1 +4%
SFG
568
Strive Financial Group
Indiana
$3.82K – – –
AF
569
Advisornet Financial
Minnesota
$3.44K – – –
VWA
570
Valued Wealth Advisors
Utah
$3.25K +$2.23K +12 +240%
BHWM
571
Bay Harbor Wealth Management
Maryland
$2.86K +$186 +1 +7%
FAM
572
Fulcrum Asset Management
United Kingdom
$2.69K +$2.61K +14 New
BBHC
573
Brown Brothers Harriman & Co
New York
$2.67K -$22K -118 -89%
WBWA
574
William B. Walkup & Associates
South Carolina
$2.67K +$2.61K +14 New
WTC
575
WhitTier Trust Company
Nevada
$2.49K +$2.61K +14 New
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