Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BELMONT CAPITAL LLC | COM | 2601 | $993,065 | 5,847 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KWB WEALTH | COM | 2602 | $1,022,701 | 5,844 | 0.00 | 0.00 | -626 | -9.68 | 03-31-2024 |
| CHARTER OAK CAPITAL MANAGEMENT LLC | COM | 2603 | $1,021,600 | 5,837 | 0.00 | 0.00 | 171 | 3.02 | 03-31-2024 |
| BIVIN & ASSOCIATES INC | COM | 2604 | $973,000 | 5,836 | 1.05 | 0.97 | -487 | -7.70 | 06-30-2022 |
