| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 8,294,006 | 46,778,000 | 88.55% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 471,909 | 2,661,570 | 5.04% | ||
| 3 | BANCORPSOUTH INC | 437,370 | 2,467,000 | 4.67% | ||
| 4 | APPLETON PARTNERS INC/MA | 128,171 | 723,000 | 1.37% | ||
| 5 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 25,274 | 143,000 | 0.27% | ||
| 6 | HIGH POINT BANK & TRUST CO | 8,303 | 47,000 | 0.09% | ||
| 7 | QCI ASSET MANAGEMENT INC/NY | 1,494 | 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.
