Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LEJEUNE PUETZ INVESTMENT COUNSEL LLC | Equity | 2751 | $1,734,915 | 7,695 | 0.00 | 0.00 | 23 | 0.30 | 03-31-2023 |
| HARVEY INVESTMENT CO LLC | COM | 2752 | $2,140,000 | 7,669 | 0.24 | 0.24 | 0 | 0.00 | 03-31-2024 |
| CATALYST FINANCIAL PARTNERS LLC | COM CL A | 2753 | $1,995,583 | 7,665 | 0.00 | 0.00 | 395 | 5.43 | 12-31-2023 |
| FIRST PERSONAL FINANCIAL SERVICES | COM CL A | 2754 | $1,992,893 | 7,655 | 0.00 | 0.00 | -74 | -0.96 | 12-31-2023 |
