| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 351,895 | 3,836,000 | 65.48% | ||
| 2 | CANANDAIGUA NATIONAL BANK & TRUST CO | 94,523 | 1,030,000 | 17.58% | ||
| 3 | Freedom Investment Management, Inc. | 63,675 | 694,000 | 11.85% | ||
| 4 | HANCOCK WHITNEY CORP | 18,457 | 201,000 | 3.43% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 7,938 | 87,000 | 1.49% | ||
| 6 | CT Financial Advisors LLC | 958 | 10,433 | 0.18% |
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.
