| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 370,515 | 19,126,000 | 88.22% | ||
| 2 | JACOBSON & SCHMITT ADVISORS, LLC | 22,830 | 1,284,000 | 5.92% | ||
| 3 | One Capital Management, LLC | 7,593 | 392,000 | 1.81% | ||
| 4 | BANCORPSOUTH INC | 7,430 | 384,000 | 1.77% | ||
| 5 | Arvest Bank Trust Division | 5,263 | 272,000 | 1.25% | ||
| 6 | Sequent Asset Management, LLC | 4,326 | 223,000 | 1.03% |
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.
