| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 835,725 | 18,745,000 | 86.33% | ||
| 2 | DEMPZE NANCY E | 73,805 | 1,655,000 | 7.62% | ||
| 3 | Vision Capital Management, Inc. | 13,685 | 307,000 | 1.41% | ||
| 4 | SOUTH TEXAS MONEY MANAGEMENT LTD | 10,842 | 243,000 | 1.12% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 10,022 | 225,000 | 1.04% | ||
| 6 | DONALDSON CAPITAL MANAGEMENT, LLC | 9,669 | 217,000 | 1.00% | ||
| 7 | REILLY FINANCIAL ADVISORS, LLC | 8,016 | 180,000 | 0.83% | ||
| 8 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 2,913 | 65,000 | 0.30% | ||
| 9 | WEALTHPLAN PARTNERS, LLC | 2,402 | 53,877 | 0.25% | ||
| 10 | HIGH POINT BANK & TRUST CO | 1,004 | 23,000 | 0.11% |
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.
