Institutional Owners for SIVB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEST OAK CAPITAL LLC | COM | 1051 | $18 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1052 | $11,000 | 28 | 0.00 | 0.01 | -40 | -58.82 | 06-30-2022 |
| HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 13 | 100.00 | 12-31-2023 |
| LENOX WEALTH ADVISORS LLC | COM | 1054 | $12,000 | 24 | 0.00 | 0.00 | -3 | -11.11 | 03-31-2022 |
