| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,054,615 | 20,196,000 | 96.18% | ||
| 2 | FULTON BANK, N.A. | 38,877 | 744,000 | 3.54% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 2,934 | 56,193 | 0.27% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 59 | 1,000 | 0.00% |
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.
