| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STONEBRIDGE CAPITAL MANAGEMENT INC | 323,347 | 8,346,000 | 74.07% | ||
| 2 | BANCORPSOUTH INC | 107,400 | 2,772,000 | 24.60% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 4,180 | 107,893 | 0.96% | ||
| 4 | GLENMEDE TRUST CO NA | 1,639 | 42,000 | 0.37% |
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.
