We are live on ! Find out more
KO icon

Coca-Cola
KO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1726
Triangle Securities Wealth Management
North Carolina
$241K +$19.4K +424 +9%
SFG
1727
Sather Financial Group
Texas
$240K -$44K -962 -16%
NAM
1728
North American Management
Massachusetts
$240K -$13.7K -300 -5%
VA
1729
Valmark Advisers
Ohio
$240K +$18.3K +400 +8%
MCA
1730
Morris Capital Advisors
Pennsylvania
$239K – – –
EAM
1731
Evanson Asset Management
California
$238K -$270K -5,919 -54%
AWA
1732
Acorn Wealth Advisors
Michigan
$238K +$91 +2 +0%
VFP
1733
Verus Financial Partners
Virginia
$238K +$235K +5,145 New
NSB
1734
Norway Savings Bank
Maine
$237K +$9.14K +200 +4%
CWM
1735
Concentric Wealth Management
California
$236K – – –
NCM
1736
New Capital Management
Texas
$236K +$46 +1 +0%
OSNBOA
1737
Old Second National Bank of Aurora
Illinois
$235K +$7.58K +166 +3%
CSA
1738
Cottage Street Advisors
Massachusetts
$234K – – –
TIM
1739
Total Investment Management
Arizona
$234K +$183 +4 +0.1%
CCM
1740
Crabel Capital Management
California
$233K +$230K +5,041 New
JLBC
1741
J.L. Bainbridge & Co
Florida
$233K +$231K +5,047 New
HHGA
1742
Halbert Hargrove Global Advisors
California
$232K -$3.79K -83 -2%
QPWM
1743
Quadrant Private Wealth Management
Pennsylvania
$232K +$2.51K +55 +1%
CWM
1744
Catamount Wealth Management
Connecticut
$231K +$54.8K +1,200 +31%
SNB
1745
Security National Bank
Nebraska
$230K -$193K -4,220 -46%
AAS
1746
Annex Advisory Services
Wisconsin
$230K -$8.77K -192 -4%
VSWA
1747
Vontobel Swiss Wealth Advisors
Switzerland
$230K – – –
WS
1748
Wela Strategies
Georgia
$229K +$227K +4,962 New
PJSIMP
1749
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K – – –
WPP
1750
Whalerock Point Partners
Rhode Island
$227K – – –
68 69
70
71 72