| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 7,362,210 | 41,743,000 | 92.12% | ||
| 2 | BANCORPSOUTH INC | 437,757 | 2,482,000 | 5.48% | ||
| 3 | APPLETON PARTNERS INC/MA | 136,079 | 772,000 | 1.70% | ||
| 4 | QCI ASSET MANAGEMENT INC/NY | 27,543 | 156,000 | 0.34% | ||
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 23,866 | 135,000 | 0.30% | ||
| 6 | HIGH POINT BANK & TRUST CO | 4,848 | 27,000 | 0.06% |
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.
