| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 2,115 | 24,000 | 0.88% | ||
| 2 | APPLETON PARTNERS INC/MA | 14,592 | 167,000 | 6.13% | ||
| 3 | FULTON BANK, N.A. | 21,698 | 248,000 | 9.10% | ||
| 4 | JACOBSON & SCHMITT ADVISORS, LLC | 33,698 | 411,000 | 15.08% | ||
| 5 | SOMERVILLE KURT F | 68,546 | 784,000 | 28.77% | ||
| 6 | ZWJ INVESTMENT COUNSEL INC | 95,383 | 1,091,000 | 40.04% |
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.
