| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,901,232 | 54,109,000 | 92.52% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 117,313 | 3,339,000 | 5.71% | ||
| 3 | MOTCO | 16,969 | 483,000 | 0.83% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 325,000 | 0.56% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 7,656 | 217,876 | 0.37% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 180 | 5,000 | 0.01% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 176 | 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.
