| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 107,683 | 1,604,000 | 63.60% | ||
| 2 | COMMERCE BANK | 13,762 | 205,000 | 8.13% | ||
| 3 | BUCKINGHAM STRATEGIC WEALTH, LLC | 12,900 | 192,000 | 7.61% | ||
| 4 | SignalPoint Asset Management, LLC | 11,104 | 165,000 | 6.54% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 6,525 | 98,000 | 3.89% | ||
| 6 | WELLS FARGO & COMPANY/MN | 6,001 | 89,000 | 3.53% | ||
| 7 | MORGAN STANLEY | 3,446 | 51,000 | 2.02% | ||
| 8 | US BANCORP \DE\ | 3,250 | 48,000 | 1.90% | ||
| 9 | Brick & Kyle, Associates | 3,000 | 45,000 | 1.78% | ||
| 10 | UBS Group AG | 1,120 | 17,000 | 0.67% | ||
| 11 | Creative Planning | 500 | 7,000 | 0.28% | ||
| 12 | Tower Research Capital LLC (TRC) | 91 | 1,000 | 0.04% | ||
| 13 | CITIGROUP INC | 25 | 0 | 0.00% |
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.
