| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 1,193,727 | 27,432,000 | 97.15% | ||
| 2 | Vision Capital Management, Inc. | 13,685 | 314,000 | 1.11% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 10,022 | 230,000 | 0.81% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 7,456 | 171,000 | 0.61% | ||
| 5 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 2,913 | 67,000 | 0.24% | ||
| 6 | HIGH POINT BANK & TRUST CO | 1,007 | 23,000 | 0.08% |
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.