Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| W ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.20 | 92 | 7.15 | 12-31-2023 |
| ADE LLC | COM | 3952 | $234,032 | 1,378 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DODDS WEALTH LLC | COM | 3953 | $233,934 | 1,377 | 0.00 | 1,377 | +Inf | 12-31-2023 | |
| OSTERWEIS CAPITAL MANAGEMENT INC | COM | 3954 | $233,870 | 1,377 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
