We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
Marion Wealth Management
Pennsylvania
$1.01M +$54.3K +299 +5%
WAM
1977
WealthTrust Asset Management
Florida
$1.01M +$1.45K +8 +0.1%
DI
1978
Diligent Investors
California
$1.01M +$1.45K +8 +0.1%
JGIA
1979
Jackson Grant Investment Advisers
Connecticut
$1.01M +$5.08K +28 +0.5%
BW
1980
Bison Wealth
Georgia
$1.01M -$147K -809 -12%
AA
1981
Addison Advisors
Vermont
$1.01M +$26.2K +144 +2%
TP
1982
Tranquility Partners
Tennessee
$1.01M -$5.99K -33 -0.6%
OWM
1983
OneAscent Wealth Management
Alabama
$1M +$1.07M +5,896 New
OQS
1984
Occudo Quantitative Strategies
Florida
$1M +$1.08M +5,930 New
SW
1985
SkyOak Wealth
Michigan
$1M -$36K -198 -3%
TFA
1986
Triad Financial Advisors
North Carolina
$1M +$32.3K +178 +3%
PSFG
1987
Prairie Sky Financial Group
Illinois
$1M – – –
SMA
1988
Sage Mountain Advisors
Georgia
$1M +$189K +1,041 +21%
CWP
1989
Curated Wealth Partners
California
$1,000K -$82.6K -455 -7%
EB
1990
Exchange Bank
California
$999K -$18.5K -102 -2%
KTM
1991
Keeler Thomas Management
Utah
$997K -$451K -2,484 -30%
PCS
1992
Personal CFO Solutions
New Jersey
$995K +$14.3K +79 +1%
SIA
1993
Schear Investment Advisers
Ohio
$994K -$30.3K -167 -3%
SW
1994
SteelPeak Wealth
California
$993K -$747K -4,111 -41%
CA
1995
Claar Advisors
New York
$991K +$27.2K +150 +3%
GB
1996
Goepper Burkhardt
South Carolina
$991K – – –
BC
1997
Belmont Capital
California
$991K +$1.03M +5,690 +3,624%
PCP
1998
Proficio Capital Partners
Massachusetts
$989K +$40.7K +224 +4%
SMWM
1999
Silvia McColl Wealth Management
California
$988K – – –
FWM
2000
Forza Wealth Management
Florida
$987K +$27.2K +150 +3%
78 79
80
81 82