| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 330,458 | 10,958,000 | 93.44% | ||
| 2 | BANCORPSOUTH INC | 10,510 | 349,000 | 2.98% | ||
| 3 | WILLIAMS JONES & ASSOCIATES LLC | 10,148 | 337,000 | 2.87% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 1,490 | 49,404 | 0.42% | ||
| 5 | CT Financial Advisors LLC | 1,006 | 33,371 | 0.28% |
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.
