| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 3,919 | 218,000 | 0.41% | ||
| 2 | KARPAS STRATEGIES, LLC | 4,415 | 246,000 | 0.46% | ||
| 3 | BTR CAPITAL MANAGEMENT INC | 5,099 | 284,000 | 0.53% | ||
| 4 | Hemenway Trust Co LLC | 5,358 | 298,000 | 0.56% | ||
| 5 | GOFEN & GLOSSBERG LLC /IL/ | 11,876 | 661,000 | 1.24% | ||
| 6 | Janney Montgomery Scott LLC | 57,483 | 2,984,512 | 5.60% | ||
| 7 | MOTCO | 53,678 | 2,987,000 | 5.60% | ||
| 8 | REILLY FINANCIAL ADVISORS, LLC | 53,745 | 2,991,000 | 5.61% | ||
| 9 | BANCORPSOUTH INC | 766,648 | 42,664,000 | 79.99% |
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.
