Institutional Owners for PEP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TRUST CO OF THE SOUTH Equities 2851 $751,843 4,296 0.00 0.00 -2,199 -33.86 03-31-2024
GUARDIAN WEALTH ADVISORS LLC COM 2852 $727,342 4,293 0.00 0.00 -6 -0.14 09-30-2023
FLC CAPITAL ADVISORS COM 2853 $728,783 4,291 0.00 0.00 -825 -16.13 12-31-2023
WADDELL & ASSOCIATES LLC COM 2854 $729,834 4,282 0.00 0.00 155 3.76 12-31-2023
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