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Keurig Dr Pepper

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
651
Mark Sheptoff Financial Planning
Connecticut
$3.95K – – –
AssetMark Inc
652
AssetMark Inc
California
$3.21K +$35 +1 +1%
OIA
653
Optimum Investment Advisors
Illinois
$3.14K – – –
DF
654
DecisionPoint Financial
Arizona
$3.1K +$3.09K +88 New
TIM
655
Tortoise Investment Management
New York
$2.96K – – –
GWM
656
Geneos Wealth Management
Colorado
$2.96K +$1.2K +34 +68%
AF
657
Advisornet Financial
Minnesota
$2.93K -$6.71K -191 -70%
CP
658
Castleview Partners
Texas
$2.89K +$1.76K +50 +156%
VWM
659
Venturi Wealth Management
Texas
$2.75K +$2.74K +78 New
EWA
660
EverSource Wealth Advisors
Alabama
$2.72K -$12.1K -345 -82%
SC
661
Schubert & Co
Texas
$2.44K -$70 -2 -3%
PCM
662
Penserra Capital Management
California
$2K -$3.26M -92,893 -100%
Loomis, Sayles & Company
663
Loomis, Sayles & Company
Massachusetts
$2K -$29.9K -850 -94%
KFS
664
Kelly Financial Services
Massachusetts
$1.62K – – –
M
665
MOTCO
Texas
$1.55K – – –
BWM
666
Baystate Wealth Management
Massachusetts
$1.55K – – –
DI
667
Disciplined Investments
Oklahoma
$1.34K -$141 -4 -10%
SIC
668
SJS Investment Consulting
Ohio
$1.17K -$281 -8 -20%
CWC
669
Carolinas Wealth Consulting
North Carolina
$1.1K – – –
JFA
670
JNBA Financial Advisors
Minnesota
$1.02K +$1.02K +29 New
FMP
671
Financial Management Professionals
Texas
$1K +$703 +20 New
RWM
672
Raffa Wealth Management
District of Columbia
$917 – – –
SWA
673
SOA Wealth Advisors
New York
$882 – – –
WP
674
WealthPLAN Partners
Nebraska
$882 +$878 +25 New
FSWA
675
Financial Synergies Wealth Advisors
Texas
$777 – – –