Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GRIFFIN ASSET MANAGEMENT INC | COM | 1601 | $3,442,396 | 19,670 | 0.00 | 0.00 | 630 | 3.31 | 03-31-2024 |
| WINTRUST INVESTMENTS LLC | COM | 1602 | $3,331,000 | 19,612 | 0.32 | 0.32 | 1,452 | 8.00 | 12-31-2023 |
| ASPIRIANT LLC | COM | 1603 | $3,430,896 | 19,604 | 0.00 | 0.00 | -189 | -0.95 | 03-31-2024 |
| STONEGATE INVESTMENT GROUP LLC | COM | 1604 | $3,430,500 | 19,602 | 0.00 | 0.00 | 1,976 | 11.21 | 03-31-2024 |
