| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 41,242 | 894,000 | 47.73% | ||
| 2 | W.G. Shaheen & Associates DBA Whitney & Co | 24,000 | 520,000 | 27.76% | ||
| 3 | Douglass Winthrop Advisors, LLC | 18,421 | 459,000 | 24.51% |
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.
