| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | W.G. Shaheen & Associates DBA Whitney & Co | 35,802 | 8,000 | 44.44% | ||
| 2 | Vantage Investment Advisors, LLC | 21,531 | 5,000 | 27.78% | ||
| 3 | AMERIPRISE FINANCIAL INC | 10,250 | 2,000 | 11.11% | ||
| 4 | GENESEE VALLEY TRUST CO | 10,100 | 2,000 | 11.11% | ||
| 5 | QCI ASSET MANAGEMENT INC/NY | 6,850 | 1,000 | 5.56% |
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.
