Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST FINANCIAL ADVISORS | COM | 3651 | $318,161 | 1,873 | 0.00 | 1,873 | +Inf | 12-31-2023 | |
| IRONWOOD FINANCIAL LLC | COM | 3652 | $317,859 | 1,872 | 0.00 | 0.00 | 1 | 0.05 | 12-31-2023 |
| MERRIMAN WEALTH MANAGEMENT LLC | COM | 3653 | $319,080 | 1,872 | 0.00 | 0.00 | -115 | -5.79 | 12-31-2023 |
| BENCHMARK WEALTH MANAGEMENT LLC | COM | 3654 | $327,444 | 1,871 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
