Institutional Owners for SHOP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | CL A | 651 | $1,713,800 | 22,000 | 0.00 | 0.00 | -13,430 | -37.91 | 12-31-2023 |
| CAPSTONE TRITON FINANCIAL GROUP LLC | CL A | 652 | $1,695,425 | 21,970 | 0.00 | 0.00 | -2,060 | -8.57 | 03-31-2024 |
| GOOD LIFE ADVISORS LLC | CL A | 653 | $1,701,649 | 21,844 | 0.00 | 0.00 | 445 | 2.08 | 12-31-2023 |
| AVITAS WEALTH MANAGEMENT LLC | CL A | 654 | $1,679,991 | 21,770 | 0.00 | 0.00 | -334 | -1.51 | 03-31-2024 |
