| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 438,303 | 4,852,000 | 54.74% | ||
| 2 | Freedom Investment Management, Inc. | 211,055 | 2,336,000 | 26.35% | ||
| 3 | CANANDAIGUA NATIONAL BANK & TRUST CO | 131,972 | 1,461,000 | 16.48% | ||
| 4 | HANCOCK WHITNEY CORP | 18,457 | 204,000 | 2.30% | ||
| 5 | CT Financial Advisors LLC | 957 | 10,595 | 0.12% |
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.