Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORG PARTNERS LLC | 05-06-2024 | 03-31-2024 | 69228 | 52,580,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEVON ENERGY CORP | COMMON STOCK | 1701 | $9,369 | 183 | 0.00 | 183 | +Inf | 03-31-2024 | |
| PAYCHEX INC | COMMON STOCK | 1702 | $9,248 | 76 | 0.00 | 76 | +Inf | 03-31-2024 | |
| NUSTAR ENERGY LP LP | LIMITED PARTNERSHP | 1703 | $9,208 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| ONEOK INC | COMMON STOCK | 1704 | $9,181 | 115 | 0.00 | 115 | +Inf | 03-31-2024 |
