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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 451 | $77,000 | 429 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 452 | $76,000 | 1,812 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| TRUIST FINL CORP | COM | 453 | $76,000 | 1,957 | 0.01 | 0.01 | 26 | 1.35 | 03-31-2024 |
| EVERSOURCE ENERGY | COM | 454 | $76,000 | 1,267 | 0.01 | 0.01 | 400 | 46.14 | 03-31-2024 |
