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Value $
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$134M
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Signature - Title
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Patricia Martin - CCO
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Location
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Jackson, MS
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Summary
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This page shows a list of all the recent 13F filings made by BankPlus Wealth Management LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. BankPlus Wealth Management LLC reported 104 stock holdings with total value $134M as of Q4 2024. Top holdings included IVV, JCPB, JPIE, AAPL, and RDVY.