| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 155 | 6,214 | 0.06% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 5,098 | 205,000 | 2.04% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5,956 | 239,000 | 2.38% | ||
| 4 | Arvest Bank Trust Division | 8,653 | 348,000 | 3.47% | ||
| 5 | OUTFITTER ADVISORS, LTD. | 12,084 | 486,000 | 4.84% | ||
| 6 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 19,220 | 772,000 | 7.69% | ||
| 7 | BANCORPSOUTH INC | 29,396 | 1,181,000 | 11.76% | ||
| 8 | Janney Montgomery Scott LLC | 170,194 | 6,806,038 | 67.77% |
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.
