Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRANSFORM WEALTH LLC | COM CL A | 2201 | $3,655,965 | 14,043 | 0.00 | 0.00 | 87 | 0.62 | 12-31-2023 |
| AMERICAN NATIONAL INSURANCE CO | COM | 2202 | $3,113,000 | 14,035 | 0.84 | 0.83 | -3,283 | -18.96 | 03-31-2022 |
| NORTHROCK PARTNERS LLC | COM CL A | 2203 | $3,653,566 | 14,033 | 0.00 | 0.00 | 5,285 | 60.41 | 12-31-2023 |
| NEW HAMPSHIRE TRUST | Equities | 2204 | $3,908,794 | 14,006 | 0.00 | 0.00 | 19 | 0.14 | 03-31-2024 |
