Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 07-25-2024 | 06-30-2024 | 1584 | 770,503,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | MULTFCTR EMRNG | 451 | $76,000 | 2,848 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| TRUIST FINL CORP | COM | 452 | $76,000 | 1,959 | 0.01 | 0.01 | 2 | 0.10 | 06-30-2024 |
| COLGATE PALMOLIVE CO | COM | 453 | $76,000 | 779 | 0.01 | 0.01 | 6 | 0.78 | 06-30-2024 |
| ISHARES TR | U.S. REAL ES ETF | 454 | $75,000 | 851 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
