We are live on ! Find out more
PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
2226
Thomas White International
Illinois
$607K – – –
SWM
2227
Silverlake Wealth Management
Vermont
$604K +$567K +3,474 New
AG
2228
AlphaSimPlex Group
Massachusetts
$603K -$663K -4,057 -54%
AFM
2229
Andesa Financial Management
Pennsylvania
$603K +$11.8K +72 +2%
VCM
2230
Versant Capital Management
Arizona
$601K -$1.63K -10 -0.3%
WP
2231
Wealthspan Partners
Iowa
$601K +$565K +3,459 New
KW
2232
KWB Wealth
California
$600K +$330K +2,021 +141%
CBT
2233
Central Bank & Trust
Kentucky
$599K – – –
RFM
2234
Royal Fund Management
Florida
$599K +$15.4K +94 +3%
AWA
2235
Arkadios Wealth Advisors
Georgia
$599K +$34.6K +212 +7%
RFA
2236
RTD Financial Advisors
Pennsylvania
$599K +$563K +3,448 New
CHA
2237
Cooper/Haims Advisors
New York
$596K – – –
ZAM
2238
Zevin Asset Management
Massachusetts
$594K -$14.9K -91 -3%
IFWM
2239
Institute for Wealth Management
Colorado
$594K +$2.61K +16 +0.5%
ABLA
2240
Alan B. Lancz & Associates
Ohio
$594K +$558K +3,417 New
IPAM
2241
ICICI Prudential Asset Management
India
$593K +$557K +3,412 New
VIM
2242
VELA Investment Management
Ohio
$592K +$556K +3,407 New
PA
2243
Probity Advisors
Texas
$591K -$85.6K -524 -13%
CIG
2244
Cairn Investment Group
Washington
$591K – – –
BAG
2245
Briggs Advisory Group
Rhode Island
$590K +$554K +3,394 New
SFG
2246
Sovereign Financial Group
Connecticut
$589K +$39.5K +242 +8%
AWP
2247
Abacus Wealth Partners
California
$589K +$12.3K +75 +2%
CWM
2248
Connecticut Wealth Management
Connecticut
$588K -$31.2K -191 -5%
SIM
2249
SSI Investment Management
California
$588K -$817 -5 -0.1%
JFA
2250
Johanson Financial Advisors
California
$588K +$6.53K +40 +1%
88 89
90
91 92