Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST OAK CAPITAL LLC | 07-18-2023 | 06-30-2023 | 327 | 205,861,156 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Rockwell Automation Inc | COM | 351 | $5,930 | 18 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Suncor Energy Inc | COM | 352 | $5,864 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Ford Motor Company New | COM | 353 | $4,917 | 325 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Mosaic Company | COM | 354 | $4,900 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
