Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HEARTWOOD WEALTH ADVISORS LLC | Stock | 2951 | $668,538 | 3,820 | 0.00 | 0.00 | 155 | 4.23 | 03-31-2024 |
| CASTLE WEALTH MANAGEMENT LLC | COM | 2952 | $672,814 | 3,818 | 0.00 | 0.00 | 24 | 0.63 | 03-31-2024 |
| MONTAG & CALDWELL LLC | COM | 2953 | $666,963 | 3,811 | 0.00 | 0.00 | 62 | 1.65 | 03-31-2024 |
| EDGESTREAM PARTNERS LP | COM | 2954 | $646,921 | 3,809 | 0.00 | 0.00 | 758 | 24.84 | 12-31-2023 |
