| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 500 | 8,000 | 0.26% | ||
| 2 | Tower Research Capital LLC (TRC) | 674 | 11,000 | 0.36% | ||
| 3 | ROYAL BANK OF CANADA | 1,000 | 16,000 | 0.52% | ||
| 4 | Parkside Financial Bank & Trust | 1,300 | 21,000 | 0.69% | PRN | |
| 5 | Brick & Kyle, Associates | 3,000 | 49,000 | 1.60% | ||
| 6 | US BANCORP \DE\ | 3,250 | 53,000 | 1.73% | ||
| 7 | MORGAN STANLEY | 3,446 | 57,000 | 1.86% | ||
| 8 | UBS Group AG | 3,599 | 60,000 | 1.96% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 4,800 | 78,000 | 2.55% | ||
| 10 | WELLS FARGO & COMPANY/MN | 6,001 | 99,000 | 3.23% | ||
| 11 | SignalPoint Asset Management, LLC | 10,075 | 166,000 | 5.42% | ||
| 12 | BUCKINGHAM STRATEGIC WEALTH, LLC | 13,211 | 217,000 | 7.08% | ||
| 13 | COMMERCE BANK | 13,762 | 226,000 | 7.38% | ||
| 14 | CENTRAL TRUST Co | 121,758 | 2,002,000 | 65.36% |
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.
