| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 11,285 | 872,000 | 86.77% | ||
| 2 | ARROW FINANCIAL CORP | 1,419 | 110,000 | 10.95% | ||
| 3 | Apriem Advisors | 300 | 23,000 | 2.29% |
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.
