Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE INVESTMENT GROUP INC | COM CL A | 4501 | $323,000 | 1,159 | 0.00 | 0.00 | 25 | 2.20 | 03-31-2024 |
| ENZI WEALTH | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -90 | -7.25 | 12-31-2023 |
| O'DELL GROUP LLC | COM CL A | 4503 | $321,084 | 1,151 | 0.00 | 0.00 | 2 | 0.17 | 03-31-2024 |
| AJ ADVISORS LLC | COM CL A | 4504 | $258,877 | 1,148 | 0.00 | 1,148 | +Inf | 03-31-2023 |
