West Oak Capital’s Trulieve Cannabis Corp TRLV Stock Holding History

West Oak Capital’s Portfolio TRLV Stock Details TRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-80	Closed	-$1K	–	337
2022 Q4	$1K	Hold	80	–	–	﹤0.01%	282
2022 Q3	$1K	Hold	80	–	–	﹤0.01%	321
2022 Q2	$1K	Buy	+80	New	+$1K	﹤0.01%	323

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Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return