Institutional Owners for PEP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TDAM USA INC | COM | 901 | $8,685,000 | 55,333 | 0.54 | 0.49 | -1,681 | -2.95 | 06-30-2021 |
| SMITHFIELD TRUST CO | COM | 902 | $9,383,000 | 55,225 | 0.53 | 0.60 | -1,962 | -3.43 | 12-31-2023 |
| AMERICANA PARTNERS LLC | COM | 903 | $9,357,221 | 55,184 | 0.00 | 0.00 | 3,134 | 6.02 | 12-31-2023 |
| SPIRE WEALTH MANAGEMENT | COM | 904 | $9,638,203 | 55,072 | 0.00 | 0.00 | 611 | 1.12 | 03-31-2024 |
