| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVA Wealth Management, LLC | 50,000 | 14,000 | 97.44% | ||
| 2 | West Oak Capital, LLC | 1,315 | 368 | 2.56% |
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.
