| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 897,862 | 29,207,000 | 96.64% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20,686 | 673,000 | 2.23% | ||
| 3 | BANCORPSOUTH INC | 10,510 | 342,000 | 1.13% |
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.