| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,886,166 | 62,546,000 | 88.13% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 120,841 | 4,007,000 | 5.65% | ||
| 3 | Janney Montgomery Scott LLC | 76,473 | 2,535,836 | 3.57% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 15,622 | 518,000 | 0.73% | ||
| 5 | MOTCO | 12,195 | 404,000 | 0.57% | ||
| 6 | ROANOKE ASSET MANAGEMENT CORP/ NY | 10,932 | 362,000 | 0.51% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 9,486 | 315,000 | 0.44% | ||
| 8 | BTR CAPITAL MANAGEMENT INC | 6,221 | 206,000 | 0.29% | ||
| 9 | CARDEROCK CAPITAL MANAGEMENT INC | 2,408 | 80,000 | 0.11% |
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.
