| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HANCOCK WHITNEY CORP | 22,900 | 600,000 | 53.00% | ||
| 2 | ROOSEVELT INVESTMENT GROUP LLC | 20,190 | 529,000 | 46.73% | ||
| 3 | INTELLECTUS PARTNERS, LLC | 110 | 3,000 | 0.27% |
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.
