We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1926
Legacy Bridge
Iowa
$777K – – –
RHBC
1927
R.H. Bluestein & Co
Michigan
$777K +$40.9K +264 +5%
AWA
1928
Alta Wealth Advisors
Massachusetts
$773K +$7.89K +51 +1%
OCG
1929
Opus Capital Group
Ohio
$771K -$208K -1,345 -21%
GB
1930
Goepper Burkhardt
South Carolina
$771K -$48.9K -316 -6%
CRC
1931
Curi RMB Capital
Illinois
$770K +$48.3K +312 +6%
BOM
1932
Bank of Marin
California
$769K +$124K +800 +19%
9WM
1933
9258 Wealth Management
Ohio
$768K +$34.7K +224 +5%
SKK
1934
Shepherd Kaplan Krochuk
Massachusetts
$767K -$15.5K -100 -2%
AWAP
1935
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$767K – – –
CWM
1936
Circle Wealth Management
New Jersey
$766K – – –
MA
1937
Mosaic Advisors
Texas
$765K -$104K -674 -12%
APWA
1938
Atlas Private Wealth Advisors
New Jersey
$765K +$56.8K +367 +8%
MMHP
1939
Murphy Middleton Hinkle & Parker
Georgia
$764K +$310 +2 +0%
LSPW
1940
Lake Street Private Wealth
Illinois
$764K +$20.7K +134 +3%
LIA
1941
LBMC Investment Advisors
Tennessee
$763K -$140K -903 -18%
PCM
1942
Perritt Capital Management
Illinois
$762K – – –
DLHL
1943
Donald L. Hagan LLC
Florida
$761K +$18K +116 +2%
JWM
1944
Jeppson Wealth Management
California
$760K – – –
IAP
1945
Indie Asset Partners
Indiana
$755K +$7.74K +50 +1%
CNBT
1946
Cornerstone National Bank & Trust
Illinois
$753K +$52.9K +342 +7%
UF
1947
Univest Financial
Pennsylvania
$752K -$43.6K -282 -5%
KFI
1948
Key Financial Inc
Pennsylvania
$747K -$9.44K -61 -1%
HA
1949
Herold Advisors
New York
$747K +$769K +4,970 New
GWM
1950
Greenwich Wealth Management
Connecticut
$746K +$308K +1,992 +67%
76 77
78
79 80