| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 1,368,749 | 32,043,000 | 97.46% | ||
| 2 | Vision Capital Management, Inc. | 13,685 | 320,000 | 0.97% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 10,022 | 235,000 | 0.71% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 8,078 | 189,112 | 0.58% | ||
| 5 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 2,913 | 68,000 | 0.21% | ||
| 6 | HIGH POINT BANK & TRUST CO | 1,007 | 24,000 | 0.07% |
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.
