Institutional Owners for PEP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PENDAL GROUP LTD COM 2301 $1,509,415 8,355 0.00 0.02 -4,580 -35.41 12-31-2022
SHANKERVALLEAU WEALTH ADVISORS INC COM 2302 $1,457,658 8,329 0.00 0.00 0 0.00 03-31-2024
GRAVES LIGHT LENHART WEALTH INC Stock 2303 $1,414,188 8,327 0.00 0.00 -38 -0.45 12-31-2023
ZUCKERMAN INVESTMENT GROUP LLC COM 2304 $1,407,634 8,288 0.00 0.00 6,457 352.65 12-31-2023
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