Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HIXON ZUERCHER LLC | COM CL A | 4051 | $536,113 | 1,921 | 0.00 | 0.00 | -51 | -2.59 | 03-31-2024 |
| PENSIONMARK FINANCIAL GROUP LLC | COM CL A | 4052 | $454,766 | 1,915 | 0.00 | 0.00 | 328 | 20.67 | 06-30-2023 |
| RKL WEALTH MANAGEMENT LLC | COM CL A | 4053 | $532,997 | 1,910 | 0.00 | 0.00 | -94 | -4.69 | 03-31-2024 |
| CARDINAL POINT WEALTH MANAGEMENT PARTNERS LLC | COM CL A | 4054 | $428,825 | 1,902 | 0.00 | 1,902 | +Inf | 03-31-2023 |
