| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ground Swell Capital, LLC | 200 | 3,000 | 0.15% | ||
| 2 | UBS AG | 300 | 4,000 | 0.19% | ||
| 3 | Creative Planning | 500 | 7,000 | 0.34% | ||
| 4 | Tower Research Capital LLC (TRC) | 649 | 10,000 | 0.49% | ||
| 5 | CITIGROUP INC | 883 | 13,000 | 0.63% | ||
| 6 | MORGAN STANLEY | 1,798 | 27,000 | 1.31% | ||
| 7 | US BANCORP \DE\ | 3,500 | 52,000 | 2.52% | ||
| 8 | WELLS FARGO & COMPANY/MN | 6,001 | 90,000 | 4.37% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 7,525 | 113,000 | 5.48% | ||
| 10 | SignalPoint Asset Management, LLC | 11,104 | 166,000 | 8.05% | ||
| 11 | BUCKINGHAM STRATEGIC WEALTH, LLC | 12,246 | 183,000 | 8.88% | ||
| 12 | COMMERCE BANK | 14,968 | 223,000 | 10.82% | ||
| 13 | CENTRAL TRUST Co | 78,433 | 1,170,000 | 56.77% |
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.
