We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
2201
Summit Trail Advisors
New York
$635K +$47.9K +293 +9%
PCS
2202
Personal CFO Solutions
New Jersey
$632K +$4.57K +28 +0.8%
SIC
2203
Sigma Investment Counselors
Michigan
$631K -$5.06K -31 -0.8%
CWM
2204
Cabot Wealth Management
Massachusetts
$630K +$5.72K +35 +1%
ALAM
2205
Asahi Life Asset Management
Japan
$629K -$27.8K -170 -4%
SFWA
2206
Summit Financial Wealth Advisors
Louisiana
$629K -$3.43K -21 -0.6%
AWM
2207
AllSquare Wealth Management
New York
$627K -$60.8K -372 -9%
WAM
2208
WFA Asset Management
Wisconsin
$626K +$588K +3,601 New
LPIC
2209
LeJeune Puetz Investment Counsel
Michigan
$624K – – –
TCM
2210
Tanaka Capital Management
New York
$623K -$30.9K -189 -5%
BP
2211
Broadleaf Partners
Ohio
$623K – – –
SFA
2212
Souders Financial Advisors
Ohio
$622K -$43.4K -266 -7%
FC
2213
Financial Council
Maryland
$621K +$1.31K +8 +0.2%
FSG
2214
Financial Strategies Group
Michigan
$621K +$91.3K +559 +19%
CAM
2215
Cubic Asset Management
Massachusetts
$619K – – –
CAM
2216
Covenant Asset Management
New Jersey
$615K – – –
GWA
2217
Gibson Wealth Advisors
Texas
$615K +$578K +3,540 New
SFA
2218
Semmax Financial Advisors
North Carolina
$613K -$160K -979 -22%
NQWM
2219
Northwest Quadrant Wealth Management
Oregon
$613K -$13.9K -85 -2%
SFS
2220
Security Financial Services
Indiana
$613K +$576K +3,526 New
IP
2221
Intellectus Partners
California
$612K -$823K -5,038 -59%
CWC
2222
Carolinas Wealth Consulting
North Carolina
$612K -$8.17K -50 -1%
HSWM
2223
Hubbell Strickland Wealth Management
Louisiana
$612K – – –
OL
2224
Optas LLC
Texas
$612K +$5.39K +33 +0.9%
BCCM
2225
Bridge Creek Capital Management
Massachusetts
$610K – – –
87 88
89
90 91