We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
1976
Resource Planning Group
Georgia
$553K – – –
ATPW
1977
Ashton Thomas Private Wealth
Arizona
$552K +$93.1K +684 +20%
CIP
1978
Chartwell Investment Partners
Pennsylvania
$551K -$352K -2,584 -39%
CA
1979
Calton & Associates
Florida
$550K +$53.6K +394 +11%
SAMC
1980
Spectrum Asset Management (California)
California
$549K +$126K +926 +30%
CWM
1981
Confluence Wealth Management
Oregon
$548K – – –
MC
1982
Montag & Caldwell
Georgia
$547K -$136K -1,000 -20%
AAM
1983
Aureus Asset Management
Massachusetts
$545K – – –
LB
1984
Legacy Bridge
Iowa
$543K +$17.7K +130 +3%
CWM
1985
Connecticut Wealth Management
Connecticut
$543K +$88.5K +650 +20%
APWM
1986
Atlas Private Wealth Management
New York
$543K +$541K +3,975 New
VC
1987
Vicus Capital
Pennsylvania
$541K -$308K -2,260 -36%
AWM
1988
AllSquare Wealth Management
New York
$541K – – –
FHC
1989
First Heartland Consultants
Missouri
$540K -$5.58K -41 -1%
HCM
1990
Hutchinson Capital Management
California
$537K – – –
SWMG
1991
Strategic Wealth Management Group
Maryland
$537K +$116K +850 +28%
HWMG
1992
Hurlow Wealth Management Group
Indiana
$536K – – –
WA
1993
Wealth Architects
California
$534K +$134K +984 +34%
SCM
1994
Stellar Capital Management
Arizona
$533K -$24K -176 -4%
TIA
1995
Traphagen Investment Advisors
New Jersey
$533K +$15.5K +114 +3%
KFA
1996
Krane Funds Advisors
New York
$531K +$3.95K +29 +0.8%
JIP
1997
JBJ Investment Partners
South Carolina
$531K +$25.2K +185 +5%
CAM
1998
Covenant Asset Management
New Jersey
$529K – – –
JA
1999
JOYN Advisors
Georgia
$528K -$6.26K -46 -1%
KFP
2000
Keystone Financial Planning
Ohio
$526K -$21.4K -157 -4%
78 79
80
81 82