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PepsiCo

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
2176
Keudell/Morrison Wealth Management
Oregon
$606K -$18.1K -121 -3%
SMWM
2177
Silvia McColl Wealth Management
California
$606K – – –
CAM
2178
CPA Asset Management
Florida
$606K -$89.7K -600 -12%
DBRC
2179
D.B. Root & Company
Pennsylvania
$605K -$66.7K -446 -9%
BZWA
2180
Blue Zone Wealth Advisors
California
$604K – – –
EHAM
2181
Eagle Harbor Asset Management
Washington
$602K +$24.4K +163 +4%
FWP
2182
Falcon Wealth Planning
California
$602K -$118K -789 -15%
Financial Engines Advisors
2183
Financial Engines Advisors
California
$601K +$114K +761 +21%
WP
2184
Waycross Partners
Kentucky
$600K – – –
TFO
2185
Tarbox Family Office
California
$600K – – –
CCA
2186
Cottonwood Capital Advisors
Utah
$597K – – –
WDG
2187
Wealth Dimensions Group
Ohio
$596K +$41.3K +276 +7%
APW
2188
Aventura Private Wealth
Florida
$595K +$41.6K +278 +7%
AA
2189
Advisory Advocates
Michigan
$595K -$111K -739 -14%
HCMG
2190
Howard Capital Management Group
California
$595K – – –
AIM
2191
AMI Investment Management
Indiana
$593K -$62.4K -417 -9%
TVWM
2192
Tower View Wealth Management
Wisconsin
$592K -$82.4K -551 -11%
CHAM
2193
Clear Harbor Asset Management
Connecticut
$591K -$453K -3,029 -41%
SWMP
2194
Signature Wealth Management Partners
New Jersey
$590K – – –
AA
2195
Auxano Advisors
Washington
$590K -$10.5K -70 -2%
NAS
2196
NWF Advisory Services
California
$589K -$748 -5 -0.1%
WI
2197
WrapManager Inc
California
$589K -$31.8K -213 -5%
CA
2198
Cache Advisors
California
$588K – – –
SIA
2199
Spectrum Investment Advisors
Wisconsin
$587K – – –
DM
2200
Diversified Management
Wisconsin
$587K -$1.92M -12,818 -75%