Institutional Owners for SIVB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MILESTONE WEALTH LLC | COMMON STOCK | 1001 | $32,000 | 80 | 0.03 | 0.04 | 0 | 0.00 | 06-30-2022 |
| CSAT INVESTMENT ADVISORY LP | COM | 1002 | $27,000 | 54 | 0.02 | 54 | +Inf | 03-31-2021 | |
| FSA WEALTH MANAGEMENT LLC | Equity | 1003 | $2 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KINGS POINT CAPITAL MANAGEMENT | COM | 1004 | $27,000 | 40 | 0.00 | 40 | +Inf | 12-31-2021 |
