Institutional Owners for SHOP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FFT WEALTH MANAGEMENT LLC | CL A | 1301 | $285,529 | 3,700 | 0.00 | 0.00 | -1,350 | -26.73 | 03-31-2024 |
| EVERMAY WEALTH MANAGEMENT LLC | CL A | 1302 | $239,020 | 3,700 | 0.00 | 0.00 | 2,000 | 117.65 | 06-30-2023 |
| PINNACLE FINANCIAL PARTNERS INC | CL A | 1303 | $285,222 | 3,696 | 0.00 | 0.00 | 2,646 | 252.00 | 03-31-2024 |
| LIGHTHOUSE FINANCIAL ADVISORS INC | CL A | 1304 | $4,076,000 | 3,684 | 1.23 | 3,684 | +Inf | 03-31-2021 |
