Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BEIRNE WEALTH CONSULTING SERVICES LLC | COM | 3701 | $306,077 | 1,787 | 0.00 | 0.00 | 432 | 31.88 | 12-31-2023 |
| HENRICKSON NAUTA WEALTH ADVISORS INC | COM | 3702 | $301,302 | 1,783 | 0.00 | 0.00 | 339 | 23.48 | 03-31-2024 |
| BLUME CAPITAL MANAGEMENT INC | COM | 3703 | $312,043 | 1,783 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRELLIS ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -26 | -1.44 | 12-31-2023 |
