Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | COM | 2051 | $2,043,807 | 11,313 | 0.00 | 11,313 | +Inf | 12-31-2022 | |
| CWA ASSET MANAGEMENT GROUP LLC | COM | 2052 | $1,907,264 | 11,230 | 0.00 | 0.00 | 2,893 | 34.70 | 12-31-2023 |
| VISTA INVESTMENT MANAGEMENT | COM | 2053 | $1,899,830 | 11,186 | 0.00 | 0.00 | 741 | 7.09 | 12-31-2023 |
| AUTUS ASSET MANAGEMENT LLC | COM | 2054 | $1,823,000 | 11,172 | 0.35 | 0.33 | 9 | 0.08 | 09-30-2022 |
