Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 4001 | $521,741 | 2,004 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RKL WEALTH MANAGEMENT LLC | COM CL A | 4002 | $476,011 | 2,004 | 0.00 | 0.05 | 355 | 21.53 | 06-30-2023 |
| LAUREL WEALTH ADVISORS LLC | COM CL A | 4003 | $520,961 | 2,001 | 0.00 | 0.00 | -195 | -8.88 | 12-31-2023 |
| PERMANENS CAPITAL LP | COM CL A | 4004 | $415,520 | 2,000 | 0.00 | 0.09 | -200 | -9.09 | 12-31-2022 |
