Institutional Owners for SHOP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ADVISORY RESOURCE GROUP | CL A | 901 | $764,986 | 9,913 | 0.00 | 0.00 | -476 | -4.58 | 03-31-2024 |
| MARCUM WEALTH LLC | CL A | 902 | $764,909 | 9,912 | 0.00 | 0.00 | 1,507 | 17.93 | 03-31-2024 |
| SUMMIT X LLC | CL A | Liquidated | $0 | 0 | 0.09 | 0.30 | 8,996 | 1006.26 | 12-31-2023 |
| PERIGON WEALTH MANAGEMENT LLC | CL A | 904 | $756,010 | 9,797 | 0.00 | 0.00 | -8 | -0.08 | 03-31-2024 |
