Institutional Owners for NEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PACIFIC CENTER FOR FINANCIAL SERVICES | COM UNIT PART IN | 601 | $45,609 | 1,500 | 0.00 | 0.00 | 40 | 2.74 | 12-31-2023 |
| FINTRUST CAPITAL ADVISORS LLC | COM UNIT PART IN | 602 | $44,820 | 1,490 | 0.00 | 1,490 | +Inf | 03-31-2024 | |
| BROWN BROTHERS HARRIMAN & CO | Common Stock | 603 | $43,165 | 1,435 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 604 | $39,104 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
