| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Moloney Securities Asset Management, LLC | 22 | 22 | 0.27% | 0.50% | 0.72% | Q2 2018 | Q3 2023 | 22 |
| KCM INVESTMENT ADVISORS LLC | 16 | 16 | 0.16% | 0.41% | 0.51% | Q1 2015 | Q4 2018 | 16 |
| Sonora Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
| Heritage Wealth Advisors | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
| Geneva Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 10 |
| Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
| PNC FINANCIAL SERVICES GROUP, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 10 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7 | 7 | 0.01% | 0.15% | 0.27% | Q1 2015 | Q3 2016 | 7 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.30% | 0.31% | 0.32% | Q1 2016 | Q3 2016 | 3 |
| Tradition Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
| S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
| 3Chopt Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own CHS INC or have owned CHS INC in the past.