Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LIFESTEPS FINANCIAL INC | Stock | 2901 | $700,798 | 4,004 | 0.00 | 0.00 | 379 | 10.46 | 03-31-2024 |
| STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | Liquidated | $0 | 0 | 0.29 | 0.28 | 483 | 13.73 | 12-31-2023 |
| CLADIS INVESTMENT ADVISORY LLC | COM | 2903 | $677,760 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| TRUADVICE LLC | COM | 2904 | $667,680 | 4,000 | 0.00 | 0.00 | -353 | -8.11 | 09-30-2023 |
