| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRUSTMARK BANK TRUST DEPARTMENT | 87,278 | 4,499,000 | 77.90% | ||
| 2 | GLENMEDE TRUST CO NA | 18,672 | 962,000 | 16.66% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 5,194 | 268,000 | 4.64% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 904 | 46,585 | 0.81% |
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.
