| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 88,658 | 1,347,000 | 59.00% | ||
| 2 | COMMERCE BANK | 14,968 | 227,000 | 9.94% | ||
| 3 | BUCKINGHAM STRATEGIC WEALTH, LLC | 12,297 | 187,000 | 8.19% | ||
| 4 | SignalPoint Asset Management, LLC | 11,104 | 169,000 | 7.40% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 10,025 | 153,000 | 6.70% | ||
| 6 | WELLS FARGO & COMPANY/MN | 6,001 | 91,000 | 3.99% | ||
| 7 | US BANCORP \DE\ | 3,500 | 53,000 | 2.32% | ||
| 8 | MORGAN STANLEY | 2,498 | 38,000 | 1.66% | ||
| 9 | Creative Planning | 500 | 8,000 | 0.35% | ||
| 10 | UBS AG | 300 | 5,000 | 0.22% | ||
| 11 | CITIGROUP INC | 185 | 3,000 | 0.13% | ||
| 12 | Ground Swell Capital, LLC | 150 | 2,000 | 0.09% |
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.
