| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 7,601,835 | 44,927,000 | 87.74% | ||
| 2 | Janney Montgomery Scott LLC | 849,387 | 5,019,875 | 9.80% | ||
| 3 | APPLETON PARTNERS INC/MA | 118,337 | 699,000 | 1.37% | ||
| 4 | BANCORPSOUTH INC | 63,960 | 378,000 | 0.74% | ||
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 29,299 | 173,000 | 0.34% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 1,278 | 8,000 | 0.02% |
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.
