| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 34,714 | 1,175,000 | 48.85% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 10,078 | 341,000 | 14.18% | ||
| 3 | Vision Capital Management, Inc. | 9,490 | 321,000 | 13.35% | ||
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | 7,762 | 263,000 | 10.93% | ||
| 5 | TELEMUS CAPITAL, LLC | 6,921 | 234,000 | 9.73% | ||
| 6 | CT Financial Advisors LLC | 1,630 | 55,182 | 2.29% | ||
| 7 | Estabrook Capital Management | 476 | 16,117 | 0.67% |
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.
