| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 5,859,358 | 34,628,000 | 87.79% | ||
| 2 | BANCORPSOUTH INC | 464,308 | 2,744,000 | 6.96% | ||
| 3 | APPLETON PARTNERS INC/MA | 244,186 | 1,443,000 | 3.66% | ||
| 4 | Arvest Bank Trust Division | 31,275 | 185,000 | 0.47% | ||
| 5 | WEDGEWOOD INVESTORS INC /PA/ | 23,885 | 141,000 | 0.36% | ||
| 6 | BOSTON FINANCIAL MANGEMENT LLC | 18,263 | 108,000 | 0.27% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 15,368 | 91,000 | 0.23% | ||
| 8 | HOWARD CAPITAL MANAGEMENT | 11,400 | 67,000 | 0.17% | ||
| 9 | HIGH POINT BANK & TRUST CO | 3,273 | 19,000 | 0.05% | ||
| 10 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,550 | 9,000 | 0.02% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 1,573 | 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.
