| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 67,637 | 1,011,000 | 53.78% | ||
| 2 | COMMERCE BANK | 14,968 | 224,000 | 11.91% | ||
| 3 | SignalPoint Asset Management, LLC | 13,160 | 197,000 | 10.48% | ||
| 4 | BUCKINGHAM STRATEGIC WEALTH, LLC | 12,246 | 183,000 | 9.73% | ||
| 5 | WELLS FARGO & COMPANY/MN | 6,000 | 90,000 | 4.79% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 3,800 | 57,000 | 3.03% | ||
| 7 | US BANCORP \DE\ | 3,500 | 52,000 | 2.77% | ||
| 8 | UBS AG | 2,000 | 30,000 | 1.60% | ||
| 9 | MORGAN STANLEY | 1,798 | 27,000 | 1.44% | ||
| 10 | Creative Planning | 500 | 7,000 | 0.37% | ||
| 11 | Tower Research Capital LLC (TRC) | 101 | 2,000 | 0.11% |
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.
