Institutional Owners for PEP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TRIFECTA CAPITAL ADVISORS LLC COM 4351 $37,803 216 0.00 0.00 -179 -45.32 03-31-2024
RE DICKINSON INVESTMENT ADVISORS LLC COM 4352 $36,000 210 0.02 0.02 1 0.48 12-31-2023
NAPLES MONEY MANAGEMENT LLC Stock 4353 $36,586 209 0.00 0.00 0 0.00 03-31-2024
BROMFIELD SNEIDER WEALTH ADVISORS COM 4354 $36,227 207 0.00 0.00 0 0.00 03-31-2024
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