| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | W.G. Shaheen & Associates DBA Whitney & Co | 40,643 | 391,000 | 54.84% | ||
| 2 | FDx Advisors, Inc. | 33,500 | 322,000 | 45.16% |
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.
