| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 329,642 | 18,061,000 | 88.95% | ||
| 2 | JACOBSON & SCHMITT ADVISORS, LLC | 22,029 | 1,198,000 | 5.90% | ||
| 3 | BANCORPSOUTH INC | 7,430 | 407,000 | 2.00% | ||
| 4 | BB&T SECURITIES, LLC | 6,754 | 370,000 | 1.82% | ||
| 5 | Sequent Asset Management, LLC | 4,356 | 239,000 | 1.18% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 522 | 29,000 | 0.14% |
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.
