| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Arvest Bank Trust Division | 6,053 | 211,000 | 92.12% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 518 | 18,038 | 7.88% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.