| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 1,766,144 | 15,824,000 | 96.39% | ||
| 2 | TOWER BRIDGE ADVISORS | 56,657 | 507,644 | 3.09% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 5,253 | 47,063 | 0.29% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 3,614 | 32,000 | 0.19% | ||
| 5 | TRUST CO OF VERMONT | 659 | 6,000 | 0.04% |
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.
