| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 2 | 61 | 100.00% | ||
| 2 | AMERIPRISE FINANCIAL INC | 1 | 0 | 0.00% | ||
| 3 | Winch Advisory Services, LLC | 2 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
