| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 870,276 | 28,336,000 | 88.26% | ||
| 2 | FDx Advisors, Inc. | 84,700 | 2,757,000 | 8.59% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20,563 | 670,000 | 2.09% | ||
| 4 | BANCORPSOUTH INC | 10,510 | 342,000 | 1.07% |
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.
