| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRUSTMARK BANK TRUST DEPARTMENT | 92,308 | 5,089,000 | 89.63% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 8,999 | 496,000 | 8.74% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 993 | 54,736 | 0.96% | ||
| 4 | GLENMEDE TRUST CO NA | 695 | 38,000 | 0.67% |
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.
