West Oak Capital, LLC - ACADEMY FDS TR ownership

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of ACADEMY FDS TR
ValueSharesWeighting
Q3 2018$13,454,000
+9.5%
3500.0%0.01%
+14.3%
Q2 2018$12,285,000
+5.3%
3500.0%0.01%0.0%
Q1 2018$11,662,0003500.01%
Other shareholders
ACADEMY FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 94,696$2,034,0000.29%
Bellwether Investment Group, LLC 12,475$268,0000.29%
CEDAR CAPITAL, LLC 15,932$342,0000.11%
Brick & Kyle, Associates 900$19,0000.02%
D.A. DAVIDSON & CO. 11,300$242,0000.01%
IFP Advisors, Inc 4,639$100,0000.01%
Virtu KCG Holdings LLC 10,294$221,0000.01%
Advisor Group, Inc. 7,050$151,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 10,100$217,0000.00%
LPL Financial LLC 16,004$346,0000.00%
View complete list of ACADEMY FDS TR shareholders