Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPSTONE TRITON FINANCIAL GROUP LLC | 04-19-2024 | 03-31-2024 | 99 | 140,877,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 151 | $653,843 | 8,672 | 0.00 | 0.00 | -4,295 | -33.12 | 03-31-2024 |
| OGE ENERGY CORP | COM | 152 | $652,969 | 19,037 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 153 | $648,190 | 1,425 | 0.00 | 0.00 | 470 | 49.21 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 154 | $634,440 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
