| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,852,675 | 63,898,000 | 87.88% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 122,192 | 4,214,000 | 5.80% | ||
| 3 | Janney Montgomery Scott LLC | 69,124 | 2,384,085 | 3.28% | ||
| 4 | PARSONS CAPITAL MANAGEMENT INC/RI | 15,518 | 535,000 | 0.74% | ||
| 5 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 394,000 | 0.54% | ||
| 6 | ROANOKE ASSET MANAGEMENT CORP/ NY | 10,950 | 378,000 | 0.52% | ||
| 7 | MOTCO | 10,879 | 375,000 | 0.52% | ||
| 8 | CATAWBA CAPITAL MANAGEMENT /VA | 9,499 | 328,000 | 0.45% | ||
| 9 | BTR CAPITAL MANAGEMENT INC | 5,933 | 205,000 | 0.28% |
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.