Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GEOWEALTH MANAGEMENT LLC | COM | 2151 | $1,687,000 | 9,929 | 0.14 | 0.01 | 9,399 | 1773.40 | 12-31-2023 |
| KATHMERE CAPITAL MANAGEMENT LLC | COM | 2152 | $1,732,074 | 9,897 | 0.00 | 0.00 | -2,598 | -20.79 | 03-31-2024 |
| MISSION CREEK CAPITAL PARTNERS INC | COM | 2153 | $1,676,439 | 9,894 | 0.00 | 0.49 | -1,189 | -10.73 | 09-30-2023 |
| NEW ENGLAND RESEARCH & MANAGEMENT INC | CS | 2154 | $1,728,000 | 9,874 | 0.85 | 0.89 | -19 | -0.19 | 03-31-2024 |
