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ícone de PEP

PepsiCo
PEP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Marathon Capital Management
2001
Marathon Capital Management
Maryland
US$ 778 mil -US$ 93,2 mil -623 -10%
BTC Capital Management
2002
BTC Capital Management
Iowa
US$ 775 mil +US$ 391 mil +2.612 +84%
RIA Advisory Group
2003
RIA Advisory Group
Iowa
US$ 775 mil +US$ 82,2 mil +550 +11%
Dorato Capital Management
2004
Dorato Capital Management
Colorado
US$ 775 mil +US$ 5,23 mil +35 +0,6%
Avior Wealth Management
2005
Avior Wealth Management
Nebraska
US$ 774 mil -US$ 1,6 mi -10.668 -65%
Quad-Cities Investment Group
2006
Quad-Cities Investment Group
Iowa
US$ 774 mil -US$ 14,7 mil -98 -2%
Thurston Springer Miller Herd & Titak
2007
Thurston Springer Miller Herd & Titak
Indiana
US$ 773 mil +US$ 68,9 mil +461 +9%
Bernicke Wealth Management
2008
Bernicke Wealth Management
Wisconsin
US$ 772 mil -US$ 299 -2 -0%
Resurgent Financial Advisors
2009
Resurgent Financial Advisors
Georgia
US$ 770 mil +US$ 269 mil +1.802 +46%
Gallacher Capital Management
2010
Gallacher Capital Management
Colorado
US$ 768 mil -US$ 14,5 mi -96.872 -94%
SHP Wealth Management
2011
SHP Wealth Management
Massachusetts
US$ 766 mil +US$ 343 mil +2.293 +68%
Forum Financial Management
2012
Forum Financial Management
Illinois
US$ 765 mil +US$ 105 mil +702 +14%
ITIM
2013
Indiana Trust & Investment Management
Indiana
US$ 764 mil -US$ 15 mil -100 -2%
Spinnaker Investment Group
2014
Spinnaker Investment Group
California
US$ 762 mil +US$ 400 mil +2.674 +91%
Opinicus Capital
2015
Opinicus Capital
Florida
US$ 760 mil +US$ 7,78 mil +52 +0,9%
4Wealth Advisors
2016
4Wealth Advisors
Illinois
US$ 758 mil +US$ 7,78 mil +52 +1%
Seneca House Advisors
2017
Seneca House Advisors
Virginia
US$ 758 mil -US$ 127 mil -847 -13%
Brady Martz Wealth Solutions
2018
Brady Martz Wealth Solutions
North Dakota
US$ 757 mil +US$ 5,38 mil +36 +0,6%
Broadwater Capital
2019
Broadwater Capital
Massachusetts
US$ 756 mil -US$ 29,9 mil -200 -3%
Chiron Capital Management
2020
Chiron Capital Management
Florida
US$ 756 mil +US$ 36,9 mil +247 +5%
General Partner Inc
2021
General Partner Inc
Pennsylvania
US$ 754 mil – – –
FFA
2022
Florida Financial Advisors
Florida
US$ 752 mil -US$ 34,4 mil -230 -4%
Compass Capital Management
2023
Compass Capital Management
Minnesota
US$ 752 mil +US$ 481 mil +3.219 +100%
Obermeyer Wealth Partners
2024
Obermeyer Wealth Partners
Colorado
US$ 752 mil -US$ 5,53 mil -37 -0,7%
Venturi Wealth Management
2025
Venturi Wealth Management
Texas
US$ 751 mil +US$ 59,5 mil +398 +8%
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