Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES INC | Common | 3301 | $1,005,015 | 4,232 | 0.00 | 0.12 | 9 | 0.21 | 06-30-2023 |
| PRIVATE PORTFOLIO PARTNERS LLC | COM CL A | 3302 | $973,444 | 4,232 | 0.00 | 0.00 | 716 | 20.36 | 09-30-2023 |
| BRAINARD CAPITAL MANAGEMENT LLC | COM CL A | 3303 | $953,651 | 4,230 | 0.00 | 0.00 | -208 | -4.69 | 03-31-2023 |
| ALLEN WEALTH MANAGEMENT LLC | COM CL A | 3304 | $1,176,880 | 4,217 | 0.00 | 0.00 | 20 | 0.48 | 03-31-2024 |
