| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 6,133,442 | 37,905,000 | 87.77% | ||
| 2 | BANCORPSOUTH INC | 453,517 | 2,802,000 | 6.49% | ||
| 3 | APPLETON PARTNERS INC/MA | 298,276 | 1,843,000 | 4.27% | ||
| 4 | Arvest Bank Trust Division | 31,275 | 193,000 | 0.45% | ||
| 5 | WEDGEWOOD INVESTORS INC /PA/ | 23,885 | 148,000 | 0.34% | ||
| 6 | WILLIAMS JONES & ASSOCIATES LLC | 22,967 | 142,000 | 0.33% | ||
| 7 | BOSTON FINANCIAL MANGEMENT LLC | 18,263 | 113,000 | 0.26% | ||
| 8 | HIGH POINT BANK & TRUST CO | 3,203 | 20,000 | 0.05% | ||
| 9 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,550 | 10,000 | 0.02% | ||
| 10 | QCI ASSET MANAGEMENT INC/NY | 1,525 | 9,000 | 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.
