We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1851
Strategic Wealth Management Group
Maryland
$426K +$435K +3,854 New
CIAS
1852
Capital Investment Advisory Services
North Carolina
$425K -$39.2K -348 -8%
CAM
1853
Cubic Asset Management
Massachusetts
$425K – – –
HWMG
1854
Hurlow Wealth Management Group
Indiana
$424K +$439K +3,894 New
IIM
1855
Ironwood Investment Management
Massachusetts
$416K -$7.33K -65 -2%
EWA
1856
ERTS Wealth Advisors
Michigan
$415K +$424K +3,758 New
ACM
1857
AlphaStar Capital Management
North Carolina
$414K -$31K -275 -7%
KS
1858
Karpas Strategies
Connecticut
$414K – – –
MWP
1859
MYCIO Wealth Partners
Pennsylvania
$414K – – –
TCM
1860
Tanaka Capital Management
New York
$414K – – –
GA
1861
Greytown Advisors
Florida
$414K +$21.1K +187 +5%
TFF
1862
The Family Firm
Maryland
$412K -$2.93K -26 -0.7%
LSC
1863
Lesa Sroufe & Co
Washington
$412K – – –
HAFS
1864
Hapanowicz & Associates Financial Services
Pennsylvania
$410K – – –
FHC
1865
First Heartland Consultants
Missouri
$409K -$100K -891 -19%
ABTD
1866
Arvest Bank Trust Division
Oklahoma
$408K -$9.36K -83 -2%
HIS
1867
Harvest Investment Services
Illinois
$408K +$423K +3,747 New
CBT
1868
Central Bank & Trust
Kentucky
$407K – – –
ECAM
1869
East Coast Asset Management
Massachusetts
$407K – – –
GLA
1870
Good Life Advisors
Pennsylvania
$406K -$13.2K -117 -3%
RWM
1871
Raffa Wealth Management
District of Columbia
$405K -$230K -2,043 -36%
IP
1872
Intellectus Partners
California
$405K -$464K -4,114 -53%
CWM
1873
Confluence Wealth Management
Oregon
$405K -$2.71K -24 -0.7%
VCM
1874
Vivaldi Capital Management
Illinois
$404K +$106K +940 +35%
MFP
1875
Meridian Financial Partners
Virginia
$404K +$412K +3,655 New
73 74
75
76 77