| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 500 | 8,000 | 0.31% | ||
| 2 | WELLS FARGO & COMPANY/MN | 701 | 11,000 | 0.43% | ||
| 3 | ROYAL BANK OF CANADA | 1,000 | 16,000 | 0.63% | ||
| 4 | UBS Group AG | 1,395 | 22,000 | 0.86% | ||
| 5 | Brick & Kyle, Associates | 3,000 | 48,000 | 1.88% | ||
| 6 | US BANCORP \DE\ | 3,000 | 48,000 | 1.88% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 4,800 | 77,000 | 3.01% | ||
| 8 | MORGAN STANLEY | 8,106 | 130,000 | 5.09% | ||
| 9 | BUCKINGHAM STRATEGIC WEALTH, LLC | 13,802 | 221,000 | 8.65% | ||
| 10 | CENTRAL TRUST Co | 123,421 | 1,975,000 | 77.27% |
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.
