| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 432,000 | 13,747,000 | 91.47% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20,979 | 668,000 | 4.44% | ||
| 3 | BANCORPSOUTH INC | 10,510 | 334,000 | 2.22% | ||
| 4 | One Capital Management, LLC | 6,330 | 201,000 | 1.34% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 1,472 | 46,830 | 0.31% | ||
| 6 | CT Financial Advisors LLC | 1,006 | 32,022 | 0.21% |
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.
