Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Mengis Capital Management, Inc. | 35 | 35 | 0.04% | 0.14% | 0.27% | Q4 2014 | Q2 2023 | 35 |
KCM INVESTMENT ADVISORS LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2018 | 16 |
Geneva Advisors, LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q4 2016 | 14 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 9 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.10% | 0.13% | 0.17% | Q2 2017 | Q4 2018 | 7 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4 | 1 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2014 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.85% | 0.88% | 0.91% | Q1 2016 | Q3 2016 | 3 |
F/M Investments LLC | 1 | 1 | 0.29% | 0.33% | 0.37% | Q1 2021 | Q3 2021 | 2 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CWH Capital Management, Inc. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own CHS INC PFD CL B or have owned CHS INC PFD CL B in the past.