| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | W.G. Shaheen & Associates DBA Whitney & Co | 48,854 | 2,458,000 | 61.08% | ||
| 2 | HOLLENCREST CAPITAL MANAGEMENT | 15,830 | 796,000 | 19.78% | ||
| 3 | Veritable, L.P. | 10,755 | 541,000 | 13.44% | ||
| 4 | Avalon Investment & Advisory | 4,232 | 213,000 | 5.29% | ||
| 5 | CUMBERLAND ADVISORS INC | 315 | 16,000 | 0.40% |
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.
