Institutional Owners for SHOP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | CL A | 401 | $5,124,551 | 66,406 | 0.00 | 0.00 | 17,385 | 35.46 | 03-31-2024 |
| ADIRONDACK RETIREMENT SPECIALISTS INC | CL A | 402 | $3,614,662 | 66,239 | 0.00 | 66,239 | +Inf | 09-30-2023 | |
| CERITY PARTNERS LLC | COM | 403 | $5,109,425 | 66,216 | 0.00 | 0.00 | 20,634 | 45.27 | 03-31-2024 |
| VESTOR CAPITAL LLC | COMMON STOCK | 404 | $5,069,000 | 65,689 | 0.43 | 0.01 | 64,996 | 9378.93 | 03-31-2024 |
