| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 2,016,735 | 65,241,000 | 89.65% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 118,718 | 3,841,000 | 5.28% | ||
| 3 | FDx Advisors, Inc. | 42,000 | 1,358,000 | 1.87% | ||
| 4 | Janney Montgomery Scott LLC | 34,985 | 1,132,000 | 1.56% | ||
| 5 | MOTCO | 17,008 | 550,000 | 0.76% | ||
| 6 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 370,000 | 0.51% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 8,640 | 279,000 | 0.38% | ||
| 8 | REILLY FINANCIAL ADVISORS, LLC | 150 | 5,000 | 0.01% |
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.
