| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Arvest Bank Trust Division | 65,433 | 454,000 | 38.53% | ||
| 2 | HUNTINGTON NATIONAL BANK | 35,519 | 285,000 | 24.19% | ||
| 3 | Genesis Wealth Advisors, LLC | 57,539 | 230,158 | 19.54% | ||
| 4 | CENTRAL TRUST Co | 27,218 | 78,000 | 6.62% | ||
| 5 | Janney Montgomery Scott LLC | 10,535 | 42,000 | 3.56% | ||
| 6 | One Capital Management, LLC | 10,000 | 40,000 | 3.40% | ||
| 7 | Aris Wealth Services, Inc. | 7,124 | 28,000 | 2.38% | ||
| 8 | US FINANCIAL ADVISORS, LLC | 5,184 | 21,000 | 1.78% |
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.
