| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 37,136 | 1,370,000 | 54.30% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 12,626 | 466,000 | 18.47% | ||
| 3 | FDx Advisors, Inc. | 10,500 | 386,000 | 15.30% | ||
| 4 | TELEMUS CAPITAL, LLC | 6,148 | 227,000 | 9.00% | ||
| 5 | CT Financial Advisors LLC | 1,617 | 59,626 | 2.36% | ||
| 6 | Estabrook Capital Management | 385 | 14,199 | 0.56% |
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.