| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | W.G. Shaheen & Associates DBA Whitney & Co | 35,802 | 13,000 | 40.62% | ||
| 2 | Vantage Investment Advisors, LLC | 21,531 | 8,000 | 25.00% | ||
| 3 | GENESEE VALLEY TRUST CO | 10,100 | 4,000 | 12.50% | ||
| 4 | M Holdings Securities, Inc. | 10,000 | 4,000 | 12.50% | ||
| 5 | QCI ASSET MANAGEMENT INC/NY | 6,850 | 2,000 | 6.25% | ||
| 6 | AMERIPRISE FINANCIAL INC | 2,750 | 1,000 | 3.12% |
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.
