| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,813,286 | 58,025,000 | 88.57% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 118,062 | 3,778,000 | 5.77% | ||
| 3 | Janney Montgomery Scott LLC | 76,473 | 2,535,836 | 3.87% | ||
| 4 | MOTCO | 16,948 | 543,000 | 0.83% | ||
| 5 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 366,000 | 0.56% | ||
| 6 | CATAWBA CAPITAL MANAGEMENT /VA | 8,136 | 260,000 | 0.40% | ||
| 7 | REILLY FINANCIAL ADVISORS, LLC | 151 | 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.
