| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Page Arthur B | 7,486 | 966,000 | 67.41% | ||
| 2 | DOWLING & YAHNKE LLC | 1,956 | 253,000 | 17.66% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 1,657 | 214,000 | 14.93% |
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.
