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PalanorPalanor

Congressional stock trades · Member

Markwayne Mullin

Former senator · OK · Republican

515 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 9 annual reports are below.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2023-11-012023-10-0329JointNVDANVIDIA Corporation - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointUNPUnion Pacific CorpPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointJPMJP Morgan Chase & Co. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointSBUXStarbucks Corporation - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointEMREmerson Electric CompanyPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointSTZConstellation Brands IncPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointCMCSAComcast Corporation - Class A Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointBSXBoston Scientific Corporation Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointAMATApplied Materials, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointVVisa IncPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointGSGoldman Sachs Group, Inc. (The) Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointBLKBlackRock, Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointCSXCSX Corporation - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointCMGChipotle Mexican GrillPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointNEW MEXICO FIN AUTH ST TRANSN REV REV REF BDS Rate/Coupon: 5.0% Matures: 06/15/2024Purchase$50,001 - $100,000eFD →
2023-11-012023-10-0329JointAAPLApple Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointUNHUnitedhealth Group IncPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointAZOAutoZone, Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointMETAMeta Platforms, Inc. - Class A Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointSPGIS&P Global Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointSHWSherwin-Williams Company (The) Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointTMUST-Mobile US, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointMAMastercard IncPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointBRK.BBerkshire Hathaway Cl BPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointTMOThermo Fisher Scientific IncPurchase$15,001 - $50,000eFD →
2023-11-012023-10-0329JointABTAbbott Laboratories Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointPEPPepsiCo, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointHLTHilton Worldwide Holdings Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointICEIntercontinental Exchange Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointCOSTCostco Wholesale Corporation - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointHONHoneywell International Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointEWEdwards Lifesciences Corporation Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointFISVFiserv, Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointDEDeere & Company Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointPGProcter & Gamble CompanyPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointCOPConocoPhillips Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointELVElevance Health, Inc. Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointZTSZoetis Inc. Class A Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointHDHome Depot, Inc. (The) Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointAMDAdvanced Micro Devices, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointLLYEli Lilly and Company Common StockPurchase$1,001 - $15,000eFD →
2023-11-012023-10-0329JointADBEAdobe Systems IncPurchase$1,001 - $15,000eFD →
2023-10-122023-09-2814JointLUCAS CNTY OHIO LTD TAX VAR PURP IMPT GO BD ANTIC Rate/Coupon: 4.375% Matures: 10/11/24Purchase$50,001 - $100,000eFD →
2023-10-122023-09-2814JointMacomb Inter Sch Dist Mich Unltd Tax Fo Bldg Site Bds Rate/Coupon: 5.0% Matures: 05/01/38Purchase$50,001 - $100,000eFD →
2023-10-122023-09-2715JointWAXAHACHIE TEX INDPT SCH DIST ULTD TAX REF BDS Rate/Coupon: 4.0% Matures: 08/15/34Purchase$50,001 - $100,000eFD →
2023-10-122023-09-2616JointJOHNSTON CNTY N C GO REF BDS Rate/Coupon: 5.0% Matures: 02/01/24Purchase$50,001 - $100,000eFD →
2023-10-122023-09-2220JointUPTON CNTY TEX TAX NTS Rate/Coupon: 5.0% Matures: 02/15/25Purchase$50,001 - $100,000eFD →
2023-10-122023-09-2022JointTEXAS ST GO MOBILITY FD BDS A Rate/Coupon: 4.0% Matures: 10/01/34Purchase$50,001 - $100,000eFD →
2023-10-122023-09-1824JointCOSTCostco Wholesale Corporation - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1428JointSEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39Purchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointLLYEli Lilly and CompanyPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointCATCaterpillar, Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointPANWPalo Alto Networks, Inc. - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointAMATApplied Materials, Inc. - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointBLKBlackRock, Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointHLTHilton Worldwide Holdings Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointMETAMeta Platforms, Inc. - Class A Common StockPurchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointSTZConstellation Brands, Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointEMREmerson Electric CompanyPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointCRMSalesforce, Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointGSGoldman Sachs Group, Inc. (The) Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointSHWSherwin-Williams CompanyPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointAMZNAmazon.com IncPurchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointFISVFiserv, Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointGOOGLAlphabet Cl APurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointCVXChevron CorpPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointPGProcter & Gamble CompanyPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointMAMastercard IncPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointMSFTMicrosoft CorpPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointUNHUnitedhealth Group IncPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointDEDeere & CompanyPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointAMDAdvanced Micro Devices, Inc. - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointABTAbbott Laboratories Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointSPGIS&P Global Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointAUSTIN TEX PUB IMPT REF BDS Rate/Coupon: 5.0% Matures: 09/01/24Purchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointCMGChipotle Mexican GrillPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointVLOValero Energy Corporation Common StockPurchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointUNPUnion Pacific Corporation Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointADBEAdobe Systems IncPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointVVisa IncPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointRTXRTX Corporation Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointAAPLApple Inc. - Common StockPurchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointLRCXLam Research CorpPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointAUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38Purchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointAZOAutoZone, Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointCOPConocoPhillips Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointBSXBoston Scientific CorpPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointKLACKLA Corporation - Common StockPurchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointNKENike IncPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointICEIntercontinental ExchangePurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointTMUST-Mobile USPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointPEPPepsico IncPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointHDHome Depot, Inc. (The) Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointNVDANVIDIA Corporation - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointKOCoca-Cola CompanyPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointAXPAmerican Express Company Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointEWEdwards Lifesciences Corporation Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointJPMJP Morgan Chase & Co. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointIPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38Purchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointCSXCSX Corporation - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointZTSZoetis Inc. Class A Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointTXNTexas Instruments Incorporated - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointTMOThermo Fisher Scientific IncPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointCENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS Rate/Coupon: 5.0% Matures: 03/01/24Purchase$50,001 - $100,000eFD →
2023-10-122023-09-1329JointBRK.BBerkshire Hathaway Cl BPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointDHRDanaher Corporation Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27Purchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointELVElevance Health, Inc. Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointCMCSAComcast Corporation - Class A Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointSBUXStarbucks Corporation - Common StockPurchase$15,001 - $50,000eFD →
2023-10-122023-09-1329JointHONHoneywell International IncPurchase$15,001 - $50,000eFD →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2024 report.

213 assets with a value on the report filed 2025-08-13, 70 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
Arvest BankOtherJoint$100,001 - $250,000
The Christie Renee Mullin Insurance TrustOtherSpouse$1,000,001 - $5,000,000
Mullin Ranch LLCOtherJoint$1,000,001 - $5,000,000
COP Hometown Parent LLCOtherJoint$500,001 - $1,000,000
COP Hometown Parent LLCOtherDependent$500,001 - $1,000,000
COP Hometown Parent LLCOtherDependent$500,001 - $1,000,000
COP Hometown Parent LLCOtherDependent$500,001 - $1,000,000
COP Hometown Parent LLCOtherDependent$500,001 - $1,000,000
COP Hometown Parent LLCOtherDependent$500,001 - $1,000,000
COP Hometown Parent LLCOtherDependent$500,001 - $1,000,000
Rowan's Restaurant LLCOtherSpouseNone (or less than $1,001)
N Main StOtherJoint$100,001 - $250,000
S Elm PlOtherJoint$1,000,001 - $5,000,000
N ShieldsOtherJoint$1,000,001 - $5,000,000
39th StOtherJoint$100,001 - $250,000
Land on HWY 51OtherJoint$50,001 - $100,000
5 Acres - CruzOtherJoint$15,001 - $50,000
8 Acres - RoseOtherJoint$15,001 - $50,000
100 Acres - BraitwaiteOtherJoint$100,001 - $250,000
20 Acres - MorenoOtherJoint$15,001 - $50,000
210 Acres - FieldenOtherJoint$250,001 - $500,000
40 Acres - WestvilleOtherJoint$50,001 - $100,000
N 23rd StOtherJoint$250,001 - $500,000
Land - Rock HouseOtherJoint$1,001 - $15,000
Land - PhillipsOtherJoint$100,001 - $250,000
ABTAbbott Laboratories Common StockStockJoint$1,001 - $15,000
AXPAmerican Express CompanyStockJoint$50,001 - $100,000
ELVElevance Health IncStockJoint$15,001 - $50,000
AAPLApple IncStockJoint$250,001 - $500,000
AMATApplied Materials, Inc. - Common StockStockJoint$50,001 - $100,000
BLKBlackrock IncStockJoint$50,001 - $100,000
CSXCSX CorpStockJoint$15,001 - $50,000
CATCaterpillar IncStockJoint$50,001 - $100,000
CVXChevron CorpStockJoint$15,001 - $50,000
KOCoca-Cola CompanyStockJoint$15,001 - $50,000
Cohen & Steers Real Estate Securities Fund Inc.FundJoint$500,001 - $1,000,000
CMCSAComcast Corp AStockJointNone (or less than $1,001)
COPConocoPhillips Common StockStockJoint$15,001 - $50,000
STZConstellation Brands IncStockJoint$15,001 - $50,000
COSTCostco Wholesale Corporation - Common StockStockJoint$50,001 - $100,000
DHRDanaher Corporation Common StockStockJoint$15,001 - $50,000
DEDeere & Company Common StockStockJoint$15,001 - $50,000
EMREmerson Electric CompanyStockJoint$50,001 - $100,000
Fidelity Advisor Emerging Markets FundFundJoint$500,001 - $1,000,000
GSGoldman Sachs GroupStockJoint$50,001 - $100,000
Goldman Sachs Intl Small Cap Insights Fd InstFundJoint$1,000,001 - $5,000,000
The Growth Fund of America Class A SharesFundJoint$1,000,001 - $5,000,000
HLTHilton Worldwide Holdings Inc. Common StockStockJoint$50,001 - $100,000
HDHome Depot, Inc. (The) Common StockStockJoint$50,001 - $100,000
HONHoneywell International IncStockJoint$50,001 - $100,000
ICEIntercontinental Exchange Inc. Common StockStockJoint$50,001 - $100,000
iShares MSCI Eurozone ETFFundJoint$500,001 - $1,000,000
iShares Russell 1000 ETFFundJoint$500,001 - $1,000,000
iShares Core S&P Small-CapFundJoint$500,001 - $1,000,000
EAFE Ishares Core MSCI ETFFundJoint$1,000,001 - $5,000,000
iShares Core MSCI Emerging Markets ETFFundJoint$1,000,001 - $5,000,000
JPMJP Morgan Chase & CompanyStockJoint$50,001 - $100,000
KLACKLA Corporation - Common StockStockJoint$100,001 - $250,000
LLYEli Lilly and Company Common StockStockJoint$100,001 - $250,000
MAMastercard Incorporated Common StockStockJoint$50,001 - $100,000
MSFTMicrosoft Corporation - Common StockStockJoint$50,001 - $100,000
NVDANvidia CorpStockJoint$100,001 - $250,000
Pimco Commoditiesplus Strategy Fund Class I-2FundJoint$250,001 - $500,000
PGProcter & Gamble CompanyStockJoint$15,001 - $50,000
RTXRTX Corporation Common StockStockJoint$50,001 - $100,000
T. Rowe Price Blue Chip Growth Fund Inc.FundJoint$1,000,001 - $5,000,000
SPGIS&P Global IncFundJoint$50,001 - $100,000
MDYSPDR S&P MidCap 400 ETF TrustFundJoint$500,001 - $1,000,000
SHWSherwin-Williams CompanyStockJoint$50,001 - $100,000
SBUXStarbucks Corporation - Common StockStockJointNone (or less than $1,001)
TMUST-Mobile USStockJoint$50,001 - $100,000
TXNTexas Instruments Incorporated - Common StockStockJoint$50,001 - $100,000
TMOThermo Fisher Scientific IncStockJoint$50,001 - $100,000
UNPUnion Pacific CorpStockJoint$15,001 - $50,000
UNHUnitedhealth Group IncStockJoint$15,001 - $50,000
VLOValero Energy CorpStockJoint$50,001 - $100,000
Vanguard Materials ETFFundJoint$100,001 - $250,000
Vanguard Utilities ETFFundJoint$50,001 - $100,000
Vanguard Real Estate ETFFundJoint$500,001 - $1,000,000
Vanguard Mid-Cap ETFFundJoint$1,000,001 - $5,000,000
VVisa IncStockJoint$50,001 - $100,000
ZTSZoetis Inc Cl AStockJoint$15,001 - $50,000
Global X U.S. Preferred ETFFundJointNone (or less than $1,001)
Dreyfus Government Cash Management Wealth SharesFundJoint$15,001 - $50,000
FT Cap Strgth Opp 26 REFundSpouseNone (or less than $1,001)
FT TGT Div Dbl 1Q23 REFundJointNone (or less than $1,001)
OKEONEOK, Inc. Common StockStockJoint$50,001 - $100,000
JPM Liquid Assets Money Market PremierFundSpouseNone (or less than $1,001)
CTVACorteva IncStockSpouseNone (or less than $1,001)
FT S&P TGT 25 2Q23 FereFundSpouseNone (or less than $1,001)
FT Cap Strgth Opp 28FereFundSpouseNone (or less than $1,001)
FCFSFirstcash Holdings IncStockSpouseNone (or less than $1,001)
HUBBHubbell Inc Common StockStockSpouseNone (or less than $1,001)
Cavanal Hill Govt Sec MmktFundMember$15,001 - $50,000
AZOAutoZone, Inc. Common StockStockJoint$50,001 - $100,000
BRK.BBerkshire Hathaway Cl BStockJoint$50,001 - $100,000
BSXBoston Scientific Corporation Common StockStockJoint$50,001 - $100,000
CMGChipotle Mexican GrillStockJoint$50,001 - $100,000
EWEdwards Lifesciences Corporation Common StockStockJointNone (or less than $1,001)
METAMeta Platforms, Inc. - Class A Common StockStockJoint$100,001 - $250,000
FISVFiserv, Inc. Common StockStockJoint$50,001 - $100,000
LRCXLam Research Corporation - Common StockStockJoint$50,001 - $100,000
PANWPalo Alto Networks, Inc. - Common StockStockJoint$50,001 - $100,000
PEPPepsiCo, Inc. - Common StockStockJointNone (or less than $1,001)
CRMSalesforce IncStockJoint$50,001 - $100,000
ADBEAdobe Inc. - Common StockStockJoint$50,001 - $100,000
AMDAdvanced Micro Devices, Inc. - Common StockStockJoint$50,001 - $100,000
GOOGLAlphabet Inc. - Class A Common StockStockJoint$50,001 - $100,000
AMZNAmazon.com IncStockJoint$100,001 - $250,000
Franklin Value Fund Advisor ClassFundJoint$500,001 - $1,000,000
Johnston Cnty NC Go Ref BDSBondJointNone (or less than $1,001)
Central Weber Utah SWR Impt Dist SWR Rev BDSBondJointNone (or less than $1,001)
New Mexico Fin Auth St Transn Rev Ref BDSBondJointNone (or less than $1,001)
Austin Tex Pub Impt Ref BDSBondJointNone (or less than $1,001)
Lucas Cnty Ohio Ltd Tax Var Purp Impt Go BD Antic NTSBondJointNone (or less than $1,001)
Upton Cnty Tex Tax Tax NTS 2023BondJoint$50,001 - $100,000
Pocono Mtn PA Sch Dist Go NTSBondJointNone (or less than $1,001)
Alamogordo N Mex Mun Sch Dist No 001 Go BDSBondJoint$15,001 - $50,000
Kaukauna Wis Antic NTS 2023BBondJoint$1,001 - $15,000
Waxahachie Tex Indpt Sch Dist Ultd Tax Ref BDSBondJoint$50,001 - $100,000
Texas St GO Mobility FD BDSBondJointNone (or less than $1,001)
Clear Creek Tex Indpt Sch Dist Unltd Tax Ref BDSBondJoint$50,001 - $100,000
Macomb Inter Sch Dist Mich Unltd Tax Go Bldg Site BDSBondJoint$50,001 - $100,000
Nevada St Ltd Tax Go Cap Impt BDSBondJoint$100,001 - $250,000
IPS Multi-Sch Bldg Corp Ind Unltd Advalorem Ppty TaxBondJoint$50,001 - $100,000
Austin Tex CTFS ObligBondJoint$50,001 - $100,000
Fort Lauderdale Fla Wtr & Swr Rev BDSBondJoint$100,001 - $250,000
Seattle Wash Drain & Wastewater Rev Ref Rev BDSBondJoint$50,001 - $100,000
New York NY City Mun Wtr Fin Auth Wtr & Swr Sys RevBondJoint$50,001 - $100,000
Cook Cnty Ill Cmnty Cons Sch Dist No 015 Palatine Go BDSBondJoint$50,001 - $100,000
First Trust Capital Strength Opportunity 26FundMemberNone (or less than $1,001)
First Trust Target Dividend Double Play 1Q23 MO REFundMemberNone (or less than $1,001)
First Trust S&P Dividends Aristocrats Target 25FundSpouseNone (or less than $1,001)
NKENike, Inc. Common StockStockJointNone (or less than $1,001)
CELHCelsius Holdings, Inc. - Common StockStockSpouseNone (or less than $1,001)
EXLSExlService Holdings, Inc. - Common StockStockSpouseNone (or less than $1,001)
FNFabrinetStockSpouseNone (or less than $1,001)
FCFSFirstCash Holdings, Inc. - Common StockStockSpouseNone (or less than $1,001)
Instructure Holdings, Inc. Common StockStockSpouseNone (or less than $1,001)
PODDInsulet Corporation - Common StockStockSpouseNone (or less than $1,001)
PYPLPayPal Holdings, Inc. - Common StockStockSpouseNone (or less than $1,001)
SHOPShopify IncStockSpouseNone (or less than $1,001)
Citizens BanksharesOtherMember$100,001 - $250,000
Humphreys Fund I REITFundMember$100,001 - $250,000
Cleveland Cnty OK Eductnl Facs RevBondMemberNone (or less than $1,001)
Oklahoma Dev Fin Auth Lease RevBondMemberNone (or less than $1,001)
Oklahoma St Dev Fin Auth Hlths RevBondMemberNone (or less than $1,001)
Oklahoma St Turnpike Auth RevBondMemberNone (or less than $1,001)
Purcell OK Public Wks Auth Sal RevBondMemberNone (or less than $1,001)
Tulsa Cnty OK Indl Auth Eductn RevBondMemberNone (or less than $1,001)
Univ OK RevBondMemberNone (or less than $1,001)
Florida Investment PropertyOtherJointNone (or less than $1,001)
Washington DC Investment PropertyOtherJoint$1,000,001 - $5,000,000
Bixby Investment PropertyOtherJoint$500,001 - $1,000,000
LPL FinancialOtherSpouse$100,001 - $250,000
LPL FinancialOtherMember$100,001 - $250,000
Northwestern Mutual FDIC InsuredOtherJoint$250,001 - $500,000
Northwestern Mutual FDIC InsuredOtherJoint$100,001 - $250,000
Oklahoma St Dev Fin Auth Hlths REVBondMemberNone (or less than $1,001)
LPL FinancialOtherSpouse$15,001 - $50,000
LPL FinancialOtherMember$15,001 - $50,000
Oklahoma Investment PropertyOtherSpouse$250,001 - $500,000
Property 1OtherMember$100,001 - $250,000
Property 2OtherMember$100,001 - $250,000
Property 3OtherMember$100,001 - $250,000
Property 4OtherMember$100,001 - $250,000
Property 5OtherMember$100,001 - $250,000
Property 6OtherMember$100,001 - $250,000
Property 7OtherMember$100,001 - $250,000
Property 8OtherMember$100,001 - $250,000
Property 9OtherMember$100,001 - $250,000
Property 10OtherMember$250,001 - $500,000
Property 11OtherMember$100,001 - $250,000
Property 12OtherMember$100,001 - $250,000
Property 13OtherMember$100,001 - $250,000
Property 14OtherMember$100,001 - $250,000
Property 15OtherMember$100,001 - $250,000
Property 16OtherMember$50,001 - $100,000
Oklahoma Transn Auth OK F/K/ABondJointNone (or less than $1,001)
First Trust Cap Strength Oppty 32 SA REFundJointNone (or less than $1,001)
First Trust TGT Divid Dbl Play 2Q24 MO REFundJointNone (or less than $1,001)
SPDR Portfolio S&P 400 Mid Cap ETFFundJoint$50,001 - $100,000
SPDR Portfolio S&P 600 Small Cap ETFFundJoint$15,001 - $50,000
First Trust Cap Strength Oppty 32 SA REFundMember$1,001 - $15,000
First Trust TGT Divid Dbl Play 2Q24 MO REFundMember$15,001 - $50,000
First Trust S&P Div Arst TGT 25 1Q24 MO REFundSpouse$15,001 - $50,000
Oklahoma Investment PropertyOtherSpouse$50,001 - $100,000
Invesco Optimum Yield Diversified Commodity StrateFundJointNone (or less than $1,001)
JPMorgan Liquid Assets MoneyMkt Premier CLFundJointNone (or less than $1,001)
JPMorgan 100% US Treas Secs Mmkt Premier CLFundJointNone (or less than $1,001)
First Trust S&P Div Arst TGT 25 3Q24FundJoint$50,001 - $100,000
First Trust Cap Strength Oppty 34 SA FE REFundJoint$50,001 - $100,000
LPL FinancialOtherJoint$1,001 - $15,000
Broken Arrow OK GO UnltdBondMemberNone (or less than $1,001)
Canadian Cnty OK Edu Facs RevBondMemberNone (or less than $1,001)
Canadian Cnty OK Educatnl Facs RevBondMemberNone (or less than $1,001)
Grady Cnty OK Eductnl Facs RevBondMemberNone (or less than $1,001)
McClain Cnty OK Econ Dev Auth RevBondMemberNone (or less than $1,001)
Oklahoma Cnty OK Fin Auth RevBondMemberNone (or less than $1,001)
Oklahoma St Capitol Impt Auth RevBondMemberNone (or less than $1,001)
Oklahoma St Univ Agric & Mech RevBondMemberNone (or less than $1,001)
Tulsa County OK ISD GO UnltdBondMemberNone (or less than $1,001)
Vanguard Treasury Money Market Fund Investor SharesFundJoint$500,001 - $1,000,000
PHParker-Hannifin Corporation Common StockStockJoint$15,001 - $50,000
Northern Ill MUN PWR AGYBondJoint$50,001 - $100,000
Kentucky St PPTY & BLDGS Commn Revs BDS ProjBondJoint$50,001 - $100,000
Fort Smith Ark Wtr & Swr Rev Ref Constr BDSBondJoint$50,001 - $100,000
Salem N H GO BDSBondJoint$50,001 - $100,000
Northwestern MutualOtherJoint$1,000,001 - $5,000,000
TJXTJX Companies, Inc. (The) Common StockStockJoint$15,001 - $50,000
IQVIQVIA Holdings, Inc. Common StockStockJoint$15,001 - $50,000
Column Small Cap Select FundStockJoint$100,001 - $250,000
Oklahoma Investment PropertyOtherMember$500,001 - $1,000,000

How reports are read: holdings methodology.