| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Arvest Bank Trust Division | 61,291 | 192,000 | 55.98% | ||
| 2 | CENTRAL TRUST Co | 36,730 | 64,000 | 18.66% | ||
| 3 | Roundview Capital LLC | 11,475 | 36,000 | 10.50% | ||
| 4 | COMMERCE BANK | 15,861 | 28,000 | 8.16% | ||
| 5 | Edge Wealth Management LLC | 3,808 | 12,000 | 3.50% | ||
| 6 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 2,500 | 8,000 | 2.33% | ||
| 7 | TAYLOR WEALTH MANAGEMENT PARTNERS | 974 | 3,000 | 0.87% |
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.
