| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Page Arthur B | 7,486 | 1,077,000 | 67.48% | ||
| 2 | DOWLING & YAHNKE LLC | 1,956 | 281,000 | 17.61% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 1,657 | 238,000 | 14.91% |
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.