We are live on ! Find out more
KO icon

Coca-Cola
KO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2326
Paragon Private Wealth Management
Kentucky
$520K +$52.9K +759 +11%
CAWM
2327
Capital Advisors Wealth Management
Washington
$520K -$16.5K -237 -3%
KCFA
2328
Key Client Fiduciary Advisors
New Jersey
$520K +$84.6K +1,214 +20%
PMWMG
2329
Parr McKnight Wealth Management Group
Minnesota
$519K – – –
BFWA
2330
Benchmark Financial Wealth Advisors
Florida
$518K +$17.4K +249 +3%
KB
2331
Kimelman & Baird
New York
$517K -$53.7K -770 -9%
AP
2332
Advisortrust Partners
North Carolina
$517K +$516K +7,396 New
W
2333
Wealthquest
Ohio
$517K +$515K +7,392 New
WWM
2334
Whalen Wealth Management
Nevada
$517K +$515K +7,389 New
V
2335
ViaWealth
Kansas
$516K -$49.3K -707 -9%
AFPL
2336
Advus Financial Partners, LLC
Florida
$515K -$181K -2,595 -26%
EPAM
2337
Evelyn Partners Asset Management
$514K – – –
KWM
2338
Keebeck Wealth Management
Illinois
$514K +$47.5K +682 +10%
WWMP
2339
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$508K +$506K +7,261 New
TAM
2340
Titleist Asset Management
Texas
$507K +$28.3K +406 +6%
GFG
2341
Greenberg Financial Group
Arizona
$507K +$505K +7,247 New
PAG
2342
Private Advisory Group
Washington
$506K +$16K +229 +3%
COCM
2343
Charter Oak Capital Management
New Hampshire
$505K -$27.7K -398 -5%
NP
2344
Ninepoint Partners
Ontario, Canada
$504K +$245K +3,514 +95%
HIM
2345
Hanlon Investment Management
New Jersey
$503K +$84.4K +1,211 +20%
ARA
2346
Approach Retirement Advisors
Alabama
$503K +$501K +7,189 New
FFG
2347
Fortress Financial Group
Minnesota
$502K +$7.39K +106 +1%
JJBC
2348
James J. Burns & Company
New York
$501K -$48.7K -699 -9%
CW
2349
Channel Wealth
California
$501K +$83.4K +1,197 +20%
AIS
2350
American Investment Services
Massachusetts
$500K +$499K +7,158 New
92 93
94
95 96