Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 3251 | $501,869 | 2,778 | 0.00 | 0.14 | 131 | 4.95 | 12-31-2022 |
| FSB PREMIER WEALTH MANAGEMENT INC | COM | 3252 | $469,373 | 2,770 | 0.00 | 0.00 | 14 | 0.51 | 09-30-2023 |
| KLR INVESTMENT ADVISORS LLC | COM | 3253 | $488,441 | 2,768 | 0.00 | 0.00 | -396 | -12.52 | 03-31-2024 |
| JOULE FINANCIAL LLC | COM | 3254 | $469,010 | 2,768 | 0.00 | 0.00 | 48 | 1.76 | 09-30-2023 |
