| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 113,858 | 1,751,000 | 63.42% | ||
| 2 | COMMERCE BANK | 13,762 | 212,000 | 7.68% | ||
| 3 | BUCKINGHAM STRATEGIC WEALTH, LLC | 13,110 | 202,000 | 7.32% | ||
| 4 | SignalPoint Asset Management, LLC | 11,104 | 171,000 | 6.19% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 6,525 | 100,000 | 3.62% | ||
| 6 | WELLS FARGO & COMPANY/MN | 6,001 | 92,000 | 3.33% | ||
| 7 | MORGAN STANLEY | 3,446 | 53,000 | 1.92% | ||
| 8 | US BANCORP \DE\ | 3,250 | 50,000 | 1.81% | ||
| 9 | UBS Group AG | 3,022 | 47,000 | 1.70% | ||
| 10 | Brick & Kyle, Associates | 3,000 | 46,000 | 1.67% | ||
| 11 | Parkside Financial Bank & Trust | 1,300 | 20,000 | 0.72% | PRN | |
| 12 | Creative Planning | 500 | 8,000 | 0.29% | ||
| 13 | Tower Research Capital LLC (TRC) | 530 | 8,000 | 0.29% | ||
| 14 | ZIONS BANCORPORATION | 75 | 1,000 | 0.04% | SH | |
| 15 | CITIGROUP INC | 24 | 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.
