We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
2001
ERn Financial LLC
Wisconsin
$942K +$29.5K +180 +3%
TF
2002
Tudor Financial
Ohio
$939K +$416K +2,538 +70%
EIP
2003
Ellis Investment Partners
Pennsylvania
$939K -$39.3K -240 -4%
GAAM
2004
Guinness Atkinson Asset Management
California
$938K +$192K +1,170 +23%
RA
2005
Rockingstone Advisors
Massachusetts
$938K -$456K -2,782 -31%
DFG
2006
Demars Financial Group
Washington
$937K +$72.1K +440 +8%
EAM
2007
Empirical Asset Management
Massachusetts
$936K +$20.3K +124 +0.4%
MIA
2008
MeadowBrook Investment Advisors
Michigan
$935K -$819 -5 -0.1%
TFA
2009
Transamerica Financial Advisors
Florida
$934K +$115K +703 +13%
NFG
2010
Nadler Financial Group
Illinois
$934K -$53.2K -325 -5%
NERM
2011
New England Research & Management
Illinois
$932K -$41.8K -255 -4%
TC
2012
Trust Company
Kansas
$932K -$19.2K -117 -2%
IWM
2013
Integris Wealth Management
California
$931K -$52.3K -319 -5%
PFC
2014
Poplar Forest Capital
California
$930K – – –
SFG
2015
Shum Financial Group
California
$928K -$45.1K -275 -4%
DWP
2016
Destiny Wealth Partners
Florida
$926K -$9.34K -57 -0.9%
LA
2017
Lifeworks Advisors
Michigan
$925K -$877K -5,350 -47%
OHWP
2018
Oak Harbor Wealth Partners
North Carolina
$925K -$61.6K -376 -6%
BWM
2019
Buckley Wealth Management
Nevada
$924K +$21.5K +131 +2%
PFM
2020
Potomac Fund Management
Florida
$924K +$996K +6,077 New
AFG
2021
ABLE Financial Group
Arizona
$923K -$96.7K -590 -9%
IA
2022
Insight Advisors
Pennsylvania
$921K -$45.2K -276 -4%
GWA
2023
Gibson Wealth Advisors
Texas
$920K -$271K -1,652 -21%
CPC
2024
Congress Park Capital
New York
$920K +$36.9K +225 +4%
TWM
2025
Triton Wealth Management
Arizona
$919K +$113K +691 +14%
79 80
81
82 83