We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1901
Edge Wealth Management
New York
$380K -$134K -1,190 -26%
WA
1902
Wealth Architects
California
$380K +$7.55K +67 +2%
NERM
1903
New England Research & Management
Illinois
$380K +$62.1K +551 +19%
JFA
1904
JNBA Financial Advisors
Minnesota
$379K -$164K -1,452 -30%
CAM
1905
Cidel Asset Management
Ontario, Canada
$379K – – –
FPCP
1906
Fort Point Capital Partners
California
$376K -$14K -124 -4%
CGL
1907
Clarius Group LLC
Washington
$376K +$67.7K +600 +21%
PWM
1908
Paulson Wealth Management
Illinois
$376K +$78.5K +696 +26%
UBV
1909
United Bank (Virginia)
Virginia
$375K – – –
SBA
1910
Secrest Blakey & Associates
North Carolina
$372K +$19.4K +172 +5%
VRM
1911
Vectors Research Management
New York
$369K +$22.6K +200 +6%
SIC
1912
Sigma Investment Counselors
Michigan
$369K +$37.9K +336 +11%
HC
1913
HNP Capital
New York
$369K +$376K +3,337 New
PP
1914
Pegasus Partners
Wisconsin
$368K +$33.8K +300 +10%
GEA
1915
Glen Eagle Advisors
New Jersey
$367K – – –
TF
1916
TimeScale Financial
Massachusetts
$366K +$373K +3,309 New
LCS
1917
Levin Capital Strategies
New York
$365K -$30.1K -267 -7%
CHA
1918
Cooper/Haims Advisors
New York
$363K – – –
LSA
1919
L & S Advisors
California
$363K +$371K +3,287 New
FWP
1920
FAS Wealth Partners
Kansas
$362K -$16.7K -148 -4%
W
1921
Wealthquest
Ohio
$361K +$369K +3,274 New
BONST
1922
Bank of Nova Scotia Trust
Ontario, Canada
$359K -$2.03K -18 -0.6%
SFG
1923
StrategIQ Financial Group
Indiana
$359K – – –
PAM
1924
Premier Asset Management
Illinois
$358K -$31K -275 -8%
SIG
1925
Sargent Investment Group
Maryland
$357K +$365K +3,235 New
75 76
77
78 79