| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,901,668 | 55,985,000 | 98.64% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 22,444 | 661,000 | 1.16% | ||
| 3 | TRUST CO OF VERMONT | 2,956 | 87,000 | 0.15% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 779 | 22,942 | 0.04% |
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.
