| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AMG National Trust Bank | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2020 | 18 |
| CENTRAL TRUST Co | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 13 |
| Cribstone Capital Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
| Burt Wealth Advisors | 7 | 7 | 0.08% | 0.10% | 0.13% | Q4 2015 | Q2 2017 | 7 |
| PRIVATE TRUST CO NA | 7 | 7 | 0.08% | 0.13% | 0.18% | Q1 2013 | Q3 2014 | 7 |
| IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
| Arvest Bank Trust Division | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
| Camelot Portfolios, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q4 2016 | 5 |
| MAI Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
| Lake Point Wealth Management | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
| Nalls Sherbakoff Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own COLE CREDIT or have owned COLE CREDIT in the past.