Institutional Owners for PEP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PATHWAY FINANCIAL ADVISORS LLC COM 3901 $252,014 1,440 0.00 0.00 -66 -4.38 03-31-2024
COMPTON FINANCIAL GROUP LLC COM 3902 $251,512 1,437 0.00 0.00 3 0.21 03-31-2024
WEALTH MANAGEMENT PARTNERS LLC COM 3903 $250,264 1,430 0.00 0.00 -123 -7.92 03-31-2024
CJM WEALTH ADVISERS LTD COM 3904 $241,976 1,425 0.00 0.00 0 0.00 12-31-2023
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