| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Page Arthur B | 7,486 | 967,000 | 68.73% | ||
| 2 | DOWLING & YAHNKE LLC | 1,748 | 226,000 | 16.06% | ||
| 3 | W.G. Shaheen & Associates DBA Whitney & Co | 1,657 | 214,000 | 15.21% |
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.
