| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 300 | 5,000 | 0.20% | ||
| 2 | CITIGROUP INC | 349 | 5,000 | 0.20% | ||
| 3 | Creative Planning | 500 | 8,000 | 0.32% | ||
| 4 | Brick & Kyle, Associates | 3,000 | 45,000 | 1.79% | ||
| 5 | MORGAN STANLEY | 3,446 | 52,000 | 2.07% | ||
| 6 | US BANCORP \DE\ | 3,500 | 53,000 | 2.11% | ||
| 7 | WELLS FARGO & COMPANY/MN | 6,001 | 90,000 | 3.58% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 7,525 | 113,000 | 4.49% | ||
| 9 | SignalPoint Asset Management, LLC | 11,104 | 167,000 | 6.64% | ||
| 10 | BUCKINGHAM STRATEGIC WEALTH, LLC | 12,492 | 187,000 | 7.44% | ||
| 11 | COMMERCE BANK | 14,968 | 224,000 | 8.91% | ||
| 12 | CENTRAL TRUST Co | 104,336 | 1,565,000 | 62.25% |
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.
