| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 21,629 | 376,340 | 0.95% | ||
| 2 | FULTON BANK, N.A. | 140,379 | 2,443,000 | 6.16% | ||
| 3 | BANCORPSOUTH INC | 2,116,390 | 36,825,000 | 92.89% |
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.
