| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,871,326 | 63,195,000 | 89.37% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 121,025 | 4,087,000 | 5.78% | ||
| 3 | Janney Montgomery Scott LLC | 31,604 | 1,067,276 | 1.51% | ||
| 4 | MOTCO | 17,309 | 585,000 | 0.83% | ||
| 5 | PARSONS CAPITAL MANAGEMENT INC/RI | 14,779 | 499,000 | 0.71% | ||
| 6 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 386,000 | 0.55% | ||
| 7 | ROANOKE ASSET MANAGEMENT CORP/ NY | 10,967 | 370,000 | 0.52% | ||
| 8 | CATAWBA CAPITAL MANAGEMENT /VA | 9,510 | 321,000 | 0.45% | ||
| 9 | BTR CAPITAL MANAGEMENT INC | 5,933 | 200,000 | 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.
