| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 46,850 | 1,167,000 | 44.90% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 26,400 | 657,000 | 25.28% | ||
| 3 | Douglass Winthrop Advisors, LLC | 18,421 | 459,000 | 17.66% | ||
| 4 | Renaissance Investment Group LLC | 12,688 | 316,000 | 12.16% |
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.
