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 WORLD FD | FINANCIALS ETF | 751 | $16,000 | 154 | 0.00 | 154 | +Inf | 03-31-2024 | |
| SEALED AIR CORP NEW | COM | 752 | $16,000 | 421 | 0.00 | 0.00 | 15 | 3.69 | 03-31-2024 |
| RAYONIER INC | COM | 753 | $16,000 | 495 | 0.00 | 0.00 | 5 | 1.02 | 03-31-2024 |
| MEDICAL PPTYS TRUST INC | COM | Liquidated | $16,000 | 3,500 | 0.00 | 0.00 | 3,500 | +Inf | 03-31-2024 |
