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 |
|---|---|---|---|---|---|---|---|---|---|
| Solid Power Inc | COM | 451 | $991 | 390 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Pacwest Bancorp | COM | 452 | $978 | 120 | 0.00 | 0.00 | -700 | -85.37 | 06-30-2023 |
| Kyndryl Holdings | COM | 453 | $930 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Vistra Energy Corp | COM | 454 | $919 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
