| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Diversified Trust Co | 16 | 14 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2023 | 30 |
| INVERNESS COUNSEL LLC /NY/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
| Moloney Securities Asset Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
| S.A. Mason LLC | 14 | 14 | 0.00% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
| CAZ INVESTMENTS LP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
| L & S Advisors Inc | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 12 |
| Firsthand Capital Management, Inc. | 12 | 12 | 0.04% | 0.15% | 0.47% | Q3 2020 | Q2 2023 | 12 |
| Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| FineMark National Bank & Trust | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| Willis Investment Counsel | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
| CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
| Next Capital Management LLC | 4 | 2 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q2 2023 | 9 |
| IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
| ASSOCIATED BANC-CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| MONOGRAPH WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
| HOLLENCREST CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 6 |
| InterOcean Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
| FNY Investment Advisers, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
| FAIRFIELD, BUSH & CO. | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q2 2021 | 5 |
| Taylor Wealth Management Partners | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2021 | 4 |
| Capital Advantage, Inc. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 4 |
| Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
| Virtue Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
| McCarthy Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
| Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 2 |
| MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
| DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
| LYNCH & ASSOCIATES/IN | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
| Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
| Crescent Capital Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
| Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Garde Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
| Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
| Peregrine Asset Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
| Requisite Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own CYTODYN INC or have owned CYTODYN INC in the past.