Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT LLC | COM | 801 | $11,750,829 | 69,189 | 0.00 | 0.00 | 13,108 | 23.37 | 12-31-2023 |
| ENTERPRISE FINANCIAL SERVICES CORP | COM | 802 | $11,746,982 | 69,165 | 0.01 | 0.01 | 352 | 0.51 | 12-31-2023 |
| GREAT VALLEY ADVISOR GROUP INC | COM | 803 | $12,789,643 | 69,051 | 0.00 | 0.40 | 25,394 | 58.17 | 06-30-2023 |
| CONCURRENT INVESTMENT ADVISORS LLC | COM | 804 | $11,668,544 | 68,704 | 0.00 | 68,704 | +Inf | 12-31-2023 |
