| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 7,346,678 | 46,725,000 | 86.63% | ||
| 2 | Janney Montgomery Scott LLC | 908,515 | 5,778,156 | 10.71% | ||
| 3 | APPLETON PARTNERS INC/MA | 122,156 | 777,000 | 1.44% | ||
| 4 | BANCORPSOUTH INC | 72,170 | 459,000 | 0.85% | ||
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 29,560 | 188,000 | 0.35% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 1,290 | 8,000 | 0.01% |
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.
