| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 541,317 | 16,218,000 | 94.36% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20,826 | 624,000 | 3.63% | ||
| 3 | BANCORPSOUTH INC | 10,510 | 315,000 | 1.83% | ||
| 4 | CT Financial Advisors LLC | 1,006 | 30,151 | 0.18% |
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.
