| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 43,756 | 899,000 | 55.15% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 24,400 | 501,000 | 30.74% | ||
| 3 | Renaissance Investment Group LLC | 11,188 | 230,000 | 14.11% |
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.
