| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEATHERLY ASSET MANAGEMENT L. P. | 8,504 | 323,000 | 39.06% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 5,875 | 223,000 | 26.96% | ||
| 3 | DONALDSON CAPITAL MANAGEMENT, LLC | 5,843 | 222,000 | 26.84% | ||
| 4 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 1,253 | 48,000 | 5.80% | ||
| 5 | HIGH POINT BANK & TRUST CO | 278 | 11,000 | 1.33% |
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.
