| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 180 | 5,000 | 0.01% | ||
| 2 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 333,000 | 0.54% | ||
| 3 | MOTCO | 16,869 | 492,000 | 0.80% | ||
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 117,313 | 3,418,000 | 5.58% | ||
| 5 | BANCORPSOUTH INC | 1,956,108 | 57,001,000 | 93.06% |
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.
