Institutional Owners for PEP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
IEQ CAPITAL LLC COM 601 $18,296,796 107,730 0.00 0.00 -9,608 -8.19 12-31-2023
ABNER HERRMAN & BROCK LLC COM 602 $18,177,000 107,025 2.55 2.80 -775 -0.72 12-31-2023
MOODY LYNN & LIEBERSON LLC COM 603 $18,707,519 106,894 0.00 0.00 -10,251 -8.75 03-31-2024
COMPAGNIE LOMBARD ODIER SCMA COM 604 $18,646,971 106,548 0.00 0.00 3,636 3.53 03-31-2024
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