Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Bulldog Investors, LLP | 31 | 23 | 0.06% | 2.10% | 5.17% | Q1 2010 | Q3 2023 | 54 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Shaker Financial Services, LLC | 42 | 42 | 0.53% | 2.51% | 5.13% | Q2 2013 | Q3 2023 | 42 |
Thomas J. Herzfeld Advisors, Inc. | 42 | 42 | 0.16% | 2.33% | 5.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
1607 Capital Partners, LLC | 42 | 42 | 0.13% | 0.49% | 0.88% | Q2 2013 | Q3 2023 | 42 |
CSS LLC/IL | 40 | 40 | 0.03% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 37 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 38 | 1 | 0.01% | 0.23% | 0.49% | Q4 2013 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Sippican Capital Advisors | 37 | 37 | 0.19% | 0.75% | 1.22% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Financial Architects, Inc | 35 | 35 | 0.04% | 0.06% | 0.38% | Q4 2014 | Q2 2023 | 35 |
MERIDIAN INVESTMENT COUNSEL INC. | 35 | 35 | 0.13% | 0.18% | 0.22% | Q1 2015 | Q3 2023 | 35 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
CITIGROUP INC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 31 |
Diversified Trust Co | 29 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2023 | 31 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 18 | 12 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
JBF Capital, Inc. | 15 | 12 | 0.01% | 0.07% | 0.14% | Q3 2013 | Q3 2020 | 27 |
GEODE CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Stratos Wealth Partners, LTD. | 22 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 26 |
Colonial Trust Advisors | 25 | 25 | 0.04% | 0.14% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Institute for Wealth Management, LLC. | 19 | 6 | 0.17% | 0.22% | 0.32% | Q2 2017 | Q3 2023 | 25 |
Matisse Capital | 24 | 24 | 0.39% | 2.80% | 4.08% | Q4 2015 | Q3 2021 | 24 |
Uncommon Cents Investing LLC | 24 | 24 | 0.34% | 0.43% | 0.61% | Q4 2017 | Q3 2023 | 24 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.17% | 0.34% | 0.53% | Q1 2018 | Q3 2023 | 23 |
Zuckerman Investment Group, LLC | 23 | 23 | 0.15% | 0.21% | 0.27% | Q2 2016 | Q4 2021 | 23 |
NEVILLE RODIE & SHAW INC | 22 | 22 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q4 2023 | 22 |
ROBERTS GLORE & CO INC /IL/ | 22 | 22 | 0.13% | 0.27% | 0.36% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
TRUST CO OF VERMONT | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 20 |
SII INVESTMENTS INC/WI | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
FIRST TRUST ADVISORS LP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
S&CO INC | 17 | 17 | 0.05% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Concert Wealth Management Inc. | 16 | 16 | 0.08% | 0.10% | 0.18% | Q2 2013 | Q1 2017 | 16 |
AQR Arbitrage LLC | 11 | 2 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 16 |
THIRD AVENUE MANAGEMENT LLC | 15 | 15 | 0.42% | 0.60% | 0.74% | Q1 2020 | Q3 2023 | 15 |
Gramercy Funds Management LLC | 15 | 15 | 2.66% | 4.21% | 6.06% | Q2 2013 | Q4 2016 | 15 |
Baird Financial Group, Inc. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
6 Meridian | 10 | 5 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q4 2021 | 15 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.09% | 0.24% | Q1 2013 | Q3 2023 | 15 |
Cardan Capital Partners, LLC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q2 2020 | 14 |
OPPENHEIMER & CO INC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q4 2020 | 14 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.02% | 0.06% | 0.17% | Q4 2015 | Q2 2021 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NFC Investments, LLC | 12 | 12 | 0.03% | 0.16% | 0.22% | Q2 2013 | Q1 2016 | 12 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.11% | 0.15% | Q4 2013 | Q2 2016 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
1832 Asset Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Advisor Group, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 3 | 0.05% | 0.09% | 0.11% | Q2 2019 | Q4 2021 | 10 |
Ellevest, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2018 | 10 |
Hendershot Investments Inc. | 10 | 10 | 0.14% | 0.16% | 0.17% | Q1 2015 | Q2 2017 | 10 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.06% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Walleye Trading LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q1 2021 | 9 |
Accel Wealth Management | 9 | 9 | 0.02% | 0.07% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Mraz, Amerine & Associates, Inc. | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q2 2022 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Karpus Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CIBC WORLD MARKET INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 4 | 0.13% | 0.25% | 0.32% | Q3 2018 | Q2 2022 | 9 |
Robotti & Company | 9 | 9 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q2 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TFS CAPITAL LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.07% | 0.17% | 0.31% | Q4 2021 | Q3 2023 | 8 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Round Table Services, LLC | 4 | 3 | 0.06% | 0.09% | 0.15% | Q2 2016 | Q4 2019 | 7 |
AQR Capital Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2014 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Creative Planning | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Capital Investment Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CLOUGH CAPITAL PARTNERS L P | 4 | 2 | 0.02% | 0.09% | 0.16% | Q3 2016 | Q1 2021 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
LPL Financial LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Rockefeller Capital Management L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Almitas Capital LLC | 4 | 1 | 0.18% | 0.40% | 0.60% | Q1 2019 | Q3 2023 | 5 |
Walleye Capital LLC | 4 | 4 | 0.02% | 0.05% | 0.13% | Q2 2019 | Q1 2020 | 4 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Centaur Capital | 4 | 4 | 1.72% | 1.94% | 2.35% | Q4 2017 | Q3 2018 | 4 |
Atlas Wealth LLC | 4 | 4 | 3.21% | 3.54% | 4.37% | Q4 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q1 2013 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
C-J Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
NWAM LLC | 3 | 3 | 0.28% | 0.29% | 0.31% | Q2 2012 | Q4 2012 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 2 |
DALTON GREINER HARTMAN MAHER & CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
McAdams Wright Ragen, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q1 2016 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Columbia Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WESTERN INVESTMENT LLC | 2 | 2 | 1.85% | 2.01% | 2.16% | Q2 2013 | Q3 2013 | 2 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.08% | 0.24% | 0.40% | Q4 2014 | Q4 2015 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Stolper Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Selway Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q1 2009 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own CENTRAL SECS CORP or have owned CENTRAL SECS CORP in the past.