| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 7,358,031 | 45,178,000 | 84.34% | ||
| 2 | Janney Montgomery Scott LLC | 1,132,521 | 6,953,680 | 12.98% | ||
| 3 | BANCORPSOUTH INC | 103,060 | 633,000 | 1.18% | ||
| 4 | APPLETON PARTNERS INC/MA | 83,656 | 514,000 | 0.96% | ||
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 29,796 | 183,000 | 0.34% | ||
| 6 | GLENMEDE TRUST CO NA | 15,488 | 95,000 | 0.18% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 1,300 | 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.
