Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS INC | COM CL A | 4201 | $420,255 | 1,614 | 0.00 | 0.00 | 62 | 3.99 | 12-31-2023 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC | COM CL A | 4202 | $449,632 | 1,611 | 0.00 | 0.00 | 62 | 4.00 | 03-31-2024 |
| FIAT WEALTH MANAGEMENT LLC | COM CL A | 4203 | $418,643 | 1,608 | 0.01 | 1,608 | +Inf | 12-31-2023 | |
| WINDSOR WEALTH MANAGEMENT INC | COM CL A | 4204 | $370,000 | 1,608 | 0.07 | 0.07 | -10 | -0.62 | 09-30-2023 |
