| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 37,210 | 1,242,000 | 46.39% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 15,744 | 525,000 | 19.61% | ||
| 3 | Vision Capital Management, Inc. | 9,557 | 319,000 | 11.91% | ||
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | 7,762 | 259,000 | 9.67% | ||
| 5 | TELEMUS CAPITAL, LLC | 6,979 | 233,000 | 8.70% | ||
| 6 | CT Financial Advisors LLC | 1,751 | 58,434 | 2.18% | ||
| 7 | Estabrook Capital Management | 511 | 17,052 | 0.64% | ||
| 8 | WEALTHPLAN PARTNERS, LLC | 390 | 13,016 | 0.49% | ||
| 9 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 333 | 11,000 | 0.41% |
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.
