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Coca-Cola Consolidated
COKE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
551
SJS Investment Consulting
Ohio
$4.79K -$6.3K -36 -59%
LWMI
552
Legacy Wealth Management (Idaho)
Idaho
$4.41K – – –
SFG
553
Strive Financial Group
Indiana
$4K – – –
EWP
554
Elevation Wealth Partners
California
$3.64K +$3.33K +19 New
VWM
555
Vermillion Wealth Management
Minnesota
$3.64K +$1.05K +6 +46%
AF
556
Advisornet Financial
Minnesota
$3.45K +$3.15K +18 New
ASN
557
Advisory Services Network
Georgia
$3.45K +$3.15K +18 New
IWS
558
Intentional Wealth Strategies
Colorado
$3.26K +$2.98K +17 New
CAL
559
Capital Analysts LLC
Pennsylvania
$3K +$3.15K +18 New
BHWM
560
Bay Harbor Wealth Management
Maryland
$2.68K +$1.05K +6 +75%
MAM
561
Marquette Asset Management
Minnesota
$2.3K – – –
SFCL
562
Strengthening Families & Communities LLC
Massachusetts
$1.93K +$1.75K +10 New
FNWA
563
Financial Network Wealth Advisors
Utah
$1.93K +$1.75K +10 New
DPW
564
DiNuzzo Private Wealth
Pennsylvania
$1.92K – – –
CH
565
Cromwell Holdings
Wyoming
$1.92K – – –
HHCP
566
Hilton Head Capital Partners
South Carolina
$1.92K – – –
NSIM
567
North Star Investment Management
Illinois
$1.53K – – –
RWM
568
Rialto Wealth Management
New York
$1.53K +$175 +1 +14%
TFA
569
Transamerica Financial Advisors
Florida
$1.53K +$350 +2 +33%
RCM
570
Raleigh Capital Management
North Carolina
$1.34K +$1.23K +7 New
BWL
571
Bogart Wealth LLC
Virginia
$1.15K -$350 -2 -25%
ZBNA
572
Zions Bancorporation, National Association
Utah
$1.15K +$1.05K +6 New
VWA
573
Valued Wealth Advisors
Utah
$959 -$876 -5 -50%
HIA
574
HFM Investment Advisors
New Jersey
$959 – – –
SEP
575
Signature Equity Partners
Ohio
$959 – – –
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