| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 500 | 8,000 | 0.25% | ||
| 2 | Tower Research Capital LLC (TRC) | 774 | 13,000 | 0.41% | ||
| 3 | ROYAL BANK OF CANADA | 1,000 | 17,000 | 0.54% | ||
| 4 | Brick & Kyle, Associates | 3,000 | 50,000 | 1.58% | ||
| 5 | US BANCORP \DE\ | 3,250 | 54,000 | 1.70% | ||
| 6 | MORGAN STANLEY | 3,446 | 57,000 | 1.80% | ||
| 7 | UBS Group AG | 3,511 | 58,000 | 1.83% | ||
| 8 | Parkside Financial Bank & Trust | 3,491 | 58,000 | 1.83% | PRN | |
| 9 | BANK OF AMERICA CORP /DE/ | 4,800 | 80,000 | 2.52% | ||
| 10 | WELLS FARGO & COMPANY/MN | 6,000 | 99,000 | 3.12% | ||
| 11 | SignalPoint Asset Management, LLC | 10,075 | 166,000 | 5.23% | ||
| 12 | BUCKINGHAM STRATEGIC WEALTH, LLC | 13,357 | 221,000 | 6.96% | ||
| 13 | COMMERCE BANK | 13,762 | 227,000 | 7.15% | ||
| 14 | CENTRAL TRUST Co | 125,058 | 2,066,000 | 65.09% |
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.
