| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANCORPSOUTH INC | 1,970,906 | 59,344,000 | 93.06% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 116,503 | 3,508,000 | 5.50% | ||
| 3 | MOTCO | 16,803 | 506,000 | 0.79% | ||
| 4 | WILLIAMS JONES & ASSOCIATES LLC | 11,428 | 344,000 | 0.54% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 2,217 | 66,751 | 0.10% |
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.