| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 3,150 | 1,770 | 37.11% | ||
| 2 | Advisory Services Network, LLC | 5,378 | 3,000 | 62.89% |
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.
