| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 7,196,709 | 46,059,000 | 85.21% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 584,544 | 3,741,085 | 6.92% | ||
| 3 | BANCORPSOUTH INC | 419,078 | 2,682,000 | 4.96% | ||
| 4 | APPLETON PARTNERS INC/MA | 107,081 | 685,000 | 1.27% | ||
| 5 | Arvest Bank Trust Division | 31,275 | 200,000 | 0.37% | ||
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 25,274 | 162,000 | 0.30% | ||
| 7 | WEDGEWOOD INVESTORS INC /PA/ | 23,885 | 153,000 | 0.28% | ||
| 8 | WILLIAMS JONES & ASSOCIATES LLC | 22,054 | 141,000 | 0.26% | ||
| 9 | BOSTON FINANCIAL MANGEMENT LLC | 18,263 | 117,000 | 0.22% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 13,096 | 84,000 | 0.16% | ||
| 11 | HIGH POINT BANK & TRUST CO | 3,203 | 20,000 | 0.04% | ||
| 12 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,550 | 10,000 | 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.
