Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 04-18-2024 | 03-31-2024 | 1548 | 767,113,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 351 | $175,000 | 3,020 | 0.02 | 0.02 | 66 | 2.23 | 03-31-2024 |
| OLD DOMINION FREIGHT LINE IN | COM | 352 | $175,000 | 796 | 0.02 | 0.02 | 399 | 100.50 | 03-31-2024 |
| PAYCHEX INC | COM | 353 | $174,000 | 1,416 | 0.02 | 0.02 | -4 | -0.28 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 BUY WRT | 354 | $173,000 | 7,700 | 0.02 | 0.02 | 1,578 | 25.78 | 03-31-2024 |
