| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZWJ INVESTMENT COUNSEL INC | 95,971 | 1,134,000 | 58.21% | ||
| 2 | JACOBSON & SCHMITT ADVISORS, LLC | 34,597 | 368,000 | 18.89% | ||
| 3 | FULTON BANK, N.A. | 20,887 | 247,000 | 12.68% | ||
| 4 | APPLETON PARTNERS INC/MA | 14,680 | 174,000 | 8.93% | ||
| 5 | MOTCO | 2,115 | 25,000 | 1.28% |
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.
