| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIMMONS BANK | 639,743 | 7,242,000 | 66.93% | ||
| 2 | LPL Financial LLC | 132,202 | 1,490,000 | 13.77% | ||
| 3 | FULTON BANK, N.A. | 94,858 | 1,074,000 | 9.93% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 50,795 | 575,004 | 5.31% | ||
| 5 | Freedom Investment Management, Inc. | 38,854 | 440,000 | 4.07% |
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.
