Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEST OAK CAPITAL LLC | COM | 2001 | $2,200,784 | 11,882 | 0.00 | 0.00 | -200 | -1.66 | 06-30-2023 |
| FIRST HORIZON CORP | COMMON STOCK | 2002 | $1,756,000 | 11,855 | 0.16 | 0.18 | -1,211 | -9.27 | 06-30-2021 |
| NORTHROCK PARTNERS LLC | COM | 2003 | $2,011,749 | 11,845 | 0.00 | 0.00 | 1,274 | 12.05 | 12-31-2023 |
| FORMIDABLE ASSET MANAGEMENT LLC | COM | 2004 | $2,011,814 | 11,845 | 0.00 | 0.48 | 26 | 0.22 | 12-31-2023 |
