| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 31,416 | 1,208,000 | 31.47% | ||
| 2 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 20,100 | 773,000 | 20.14% | ||
| 3 | OUTFITTER ADVISORS, LTD. | 12,084 | 465,000 | 12.11% | ||
| 4 | SOUTH TEXAS MONEY MANAGEMENT LTD | 10,977 | 422,000 | 10.99% | ||
| 5 | Arvest Bank Trust Division | 9,016 | 347,000 | 9.04% | ||
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5,956 | 229,000 | 5.97% | ||
| 7 | WILLIAMS JONES & ASSOCIATES LLC | 5,347 | 206,000 | 5.37% | ||
| 8 | REILLY FINANCIAL ADVISORS, LLC | 4,688 | 180,000 | 4.69% | ||
| 9 | CT Financial Advisors LLC | 163 | 6,265 | 0.16% | ||
| 10 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 44 | 2,000 | 0.05% |
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.
