Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | PEP | 2451 | $1,172,862 | 6,906 | 0.00 | 6,906 | +Inf | 12-31-2023 | |
| VERUS CAPITAL PARTNERS LLC | COM | 2452 | $1,166,939 | 6,871 | 0.00 | 0.00 | -267 | -3.74 | 12-31-2023 |
| SAGE MOUNTAIN ADVISORS LLC | COM | 2453 | $1,201,651 | 6,866 | 0.00 | 0.00 | 583 | 9.28 | 03-31-2024 |
| BROWN MILLER WEALTH MANAGEMENT LLC | COM | 2454 | $1,201,000 | 6,865 | 0.53 | 0.46 | 1,404 | 25.71 | 03-31-2024 |
