| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 45,035 | 1,160,000 | 26.30% | ||
| 2 | PARSONS CAPITAL MANAGEMENT INC/RI | 35,895 | 924,000 | 20.95% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 28,200 | 726,000 | 16.46% | ||
| 4 | First City Capital Management, Inc. | 21,975 | 565,856 | 12.83% | ||
| 5 | Renaissance Investment Group LLC | 12,688 | 327,000 | 7.41% | ||
| 6 | Veritable, L.P. | 9,600 | 247,000 | 5.60% | ||
| 7 | Douglass Winthrop Advisors, LLC | 9,021 | 232,000 | 5.26% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,884 | 229,000 | 5.19% |
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.
