| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Holloway Wealth Management, LLC | 14 | 7 | 0.13% | 0.64% | 1.63% | Q4 2016 | Q1 2022 | 21 |
| Benchmark Capital Advisors | 16 | 16 | 0.11% | 0.18% | 0.23% | Q1 2015 | Q4 2018 | 16 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
| GENESEE VALLEY TRUST CO | 4 | 4 | 18.37% | 19.67% | 22.39% | Q2 2017 | Q1 2018 | 4 |
| True Link Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
| Lake Point Wealth Management | 3 | 1 | 1.24% | 6.73% | 8.83% | Q4 2018 | Q4 2019 | 4 |
| Coston, McIsaac & Partners | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
| Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
| Wallington Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
| Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
| EQUITABLE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
| BRYN MAWR TRUST Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
| Advocacy Wealth Management Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
| Laffer Tengler Investments, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
| Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 5.82% | 5.82% | 5.82% | Q1 2018 | Q1 2018 | 1 |
This page lists all the filers that currently own FPA NEW INCOME INC COM or have owned FPA NEW INCOME INC COM in the past.