| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEATHERLY ASSET MANAGEMENT L. P. | 8,504 | 311,000 | 53.44% | SH | |
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 5,875 | 215,000 | 36.94% | ||
| 3 | CARDEROCK CAPITAL MANAGEMENT INC | 1,269 | 46,000 | 7.90% | ||
| 4 | HIGH POINT BANK & TRUST CO | 278 | 10,000 | 1.72% |
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.
