| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 300 | 5,000 | 0.18% | ||
| 2 | Creative Planning | 500 | 8,000 | 0.29% | ||
| 3 | Brick & Kyle, Associates | 3,000 | 46,000 | 1.65% | ||
| 4 | MORGAN STANLEY | 3,446 | 53,000 | 1.90% | ||
| 5 | US BANCORP \DE\ | 3,500 | 54,000 | 1.94% | ||
| 6 | WELLS FARGO & COMPANY/MN | 6,000 | 92,000 | 3.30% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 10,025 | 154,000 | 5.52% | ||
| 8 | SignalPoint Asset Management, LLC | 11,104 | 171,000 | 6.13% | ||
| 9 | BUCKINGHAM STRATEGIC WEALTH, LLC | 12,591 | 194,000 | 6.96% | ||
| 10 | COMMERCE BANK | 14,633 | 228,000 | 8.17% | ||
| 11 | CENTRAL TRUST Co | 114,608 | 1,784,000 | 63.97% |
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.
