Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FIRST AMERICAN TRUST, FSB | 16 | 16 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 15 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Kovack Advisors, Inc. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q4 2022 | 10 |
Farmers & Merchants Trust Co of Long Beach | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Kalos Management, Inc. | 6 | 6 | 0.09% | 0.13% | 0.20% | Q3 2020 | Q4 2021 | 6 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FineMark National Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JB Capital LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own SILA REALTY TRUST INC CLASS A or have owned SILA REALTY TRUST INC CLASS A in the past.