Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VIRGINIA NATIONAL BANK | COM | 4101 | $203,328 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| LIFESTYLE ASSET MANAGEMENT INC | COM | 4102 | $209,487 | 1,197 | 0.00 | 0.00 | -96 | -7.42 | 03-31-2024 |
| KARN COUZENS & ASSOCIATES INC | COM | 4103 | $200,000 | 1,197 | 0.13 | 0.14 | 0 | 0.00 | 03-31-2022 |
| ROCK CREEK GROUP LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -687 | -36.48 | 12-31-2023 |
