Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 04-29-2024 | 03-31-2024 | 312 | 4,660,987,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 51 | $37,300,755 | 955,939 | 0.00 | 0.00 | -61,631 | -6.06 | 03-31-2024 |
| UBER TECHNOLOGIES INC | COM | 52 | $37,049,085 | 481,219 | 0.00 | 0.00 | 51,799 | 12.06 | 03-31-2024 |
| CISCO SYS INC | COM | 53 | $36,411,449 | 729,542 | 0.00 | 0.00 | 7,642 | 1.06 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 54 | $36,042,543 | 766,537 | 0.00 | 0.00 | 19,051 | 2.55 | 03-31-2024 |
