We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Bienville Capital Management
New York
$498K – – –
LIA
2002
LBMC Investment Advisors
Tennessee
$497K +$1.45K +11 +0.3%
SFG
2003
SNS Financial Group
Minnesota
$495K -$5.01K -38 -1%
CW
2004
CreativeOne Wealth
Kansas
$495K +$38K +288 +8%
UBG
2005
United Bank (Georgia)
Georgia
$493K -$113K -855 -19%
SEM
2006
Suncoast Equity Management
Florida
$493K -$21.1K -160 -4%
LSC
2007
Lesa Sroufe & Co
Washington
$493K – – –
CA
2008
Capital Advantage
California
$491K -$65.9K -500 -12%
HAFS
2009
Hapanowicz & Associates Financial Services
Pennsylvania
$491K – – –
AFM
2010
Andesa Financial Management
Pennsylvania
$491K +$30.4K +231 +7%
CA
2011
Calton & Associates
Florida
$490K +$11.5K +87 +2%
AWM
2012
AllSquare Wealth Management
New York
$487K – – –
HWMG
2013
Hurlow Wealth Management Group
Indiana
$486K -$1.32K -10 -0.3%
BONST
2014
Bank of Nova Scotia Trust
Ontario, Canada
$486K +$27K +205 +6%
HSWM
2015
Hubbell Strickland Wealth Management
Louisiana
$485K +$1.05K +8 +0.2%
OFS
2016
Oldfather Financial Services
Nebraska
$484K +$1.32K +10 +0.3%
EC
2017
Estate Counselors
Wisconsin
$484K +$17.1K +130 +4%
CP
2018
Covenant Partners
Tennessee
$483K – – –
1WA
2019
180 Wealth Advisors
Washington
$482K -$166K -1,260 -26%
AIFAIM
2020
American Institute for Advanced Investment Management
Arizona
$482K – – –
IFWM
2021
Institute for Wealth Management
Colorado
$479K +$1.19K +9 +0.2%
AF
2022
AMG Funds
Connecticut
$478K -$117K -889 -20%
LC
2023
Landaas & Company
Wisconsin
$477K +$1.05K +8 +0.2%
SB
2024
Sunflower Bank
Texas
$477K +$476K +3,613 New
NQWM
2025
Northwest Quadrant Wealth Management
Oregon
$476K – – –
79 80
81
82 83