| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | W.G. Shaheen & Associates DBA Whitney & Co | 77,881 | 5,517,000 | 54.52% | ||
| 2 | ARGENT CAPITAL MANAGEMENT LLC | 32,775 | 2,322,000 | 22.95% | ||
| 3 | PINNACLE ASSOCIATES LTD | 21,675 | 1,535,000 | 15.17% | ||
| 4 | LYNCH & ASSOCIATES/IN | 5,759 | 408,000 | 4.03% | ||
| 5 | MONETARY MANAGEMENT GROUP INC | 4,750 | 336,000 | 3.32% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 22 | 1,000 | 0.01% |
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.
