| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 325,947 | 17,852,000 | 89.36% | ||
| 2 | JACOBSON & SCHMITT ADVISORS, LLC | 21,982 | 1,064,000 | 5.33% | ||
| 3 | One Capital Management, LLC | 7,617 | 417,000 | 2.09% | ||
| 4 | BANCORPSOUTH INC | 7,430 | 407,000 | 2.04% | ||
| 5 | Sequent Asset Management, LLC | 4,343 | 238,000 | 1.19% |
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.
