| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | W.G. Shaheen & Associates DBA Whitney & Co | 38,635 | 1,871,000 | 42.75% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 29,845 | 1,446,000 | 33.04% | ||
| 3 | Veritable, L.P. | 10,916 | 529,000 | 12.09% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 10,660 | 516,000 | 11.79% | ||
| 5 | CUMBERLAND ADVISORS INC | 315 | 15,000 | 0.34% |
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.
