| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 405,997 | 4,503,000 | 56.22% | ||
| 2 | Freedom Investment Management, Inc. | 171,900 | 1,906,000 | 23.80% | ||
| 3 | CANANDAIGUA NATIONAL BANK & TRUST CO | 124,860 | 1,385,000 | 17.29% | ||
| 4 | HANCOCK WHITNEY CORP | 18,457 | 205,000 | 2.56% | ||
| 5 | CT Financial Advisors LLC | 957 | 10,614 | 0.13% |
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.