Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPULA MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,974 | 45.68 | 12-31-2023 |
| MERIDIAN WEALTH ADVISORS LLC | COM | 1952 | $2,151,705 | 12,669 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITED ASSET STRATEGIES INC | COM | 1953 | $2,214,959 | 12,656 | 0.00 | 0.00 | -562 | -4.25 | 03-31-2024 |
| CORECAP ADVISORS LLC | COM | 1954 | $2,142,135 | 12,613 | 0.00 | 0.00 | 1,115 | 9.70 | 12-31-2023 |
