| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 299,257 | 3,184,000 | 73.62% | ||
| 2 | CANANDAIGUA NATIONAL BANK & TRUST CO | 80,019 | 851,000 | 19.68% | ||
| 3 | HANCOCK WHITNEY CORP | 18,457 | 196,000 | 4.53% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 7,888 | 84,000 | 1.94% | ||
| 5 | CT Financial Advisors LLC | 957 | 10,183 | 0.24% |
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.
