Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN CAPITAL ADVISORS LLP | COM CL A | 2401 | $3,132,952 | 11,226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GILLILAND JETER WEALTH MANAGEMENT LLC | COM CL A | 2402 | $3,126,909 | 11,204 | 0.00 | 0.00 | -89 | -0.79 | 03-31-2024 |
| EVERMAY WEALTH MANAGEMENT LLC | COM CL A | 2403 | $2,657,402 | 11,190 | 0.00 | 0.00 | -153 | -1.35 | 06-30-2023 |
| UNITED ASSET STRATEGIES INC | COM CL A | 2404 | $3,120,321 | 11,181 | 0.00 | 0.00 | -330 | -2.87 | 03-31-2024 |
