| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOMERVILLE KURT F | 68,546 | 877,000 | 41.23% | ||
| 2 | ZWJ INVESTMENT COUNSEL INC | 39,685 | 508,000 | 23.88% | ||
| 3 | JACOBSON & SCHMITT ADVISORS, LLC | 32,844 | 437,000 | 20.55% | ||
| 4 | FULTON BANK, N.A. | 21,698 | 278,000 | 13.07% | ||
| 5 | MOTCO | 2,115 | 27,000 | 1.27% |
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.
