| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,865,070 | 61,175,000 | 89.88% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 121,015 | 3,969,000 | 5.83% | ||
| 3 | Janney Montgomery Scott LLC | 36,250 | 1,188,993 | 1.75% | ||
| 4 | MOTCO | 17,769 | 583,000 | 0.86% | ||
| 5 | PARSONS CAPITAL MANAGEMENT INC/RI | 14,877 | 488,000 | 0.72% | ||
| 6 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 375,000 | 0.55% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 8,629 | 283,000 | 0.42% |
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.
