| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CT Financial Advisors LLC | 4 | 1 | 1.63% | 2.30% | 3.00% | Q1 2014 | Q3 2016 | 7 |
| Lake Point Wealth Management | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 4 |
| ENCOMPASS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q4 2021 | 2 |
| FORT PITT CAPITAL GROUP INC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2015 | Q2 2015 | 1 |
| Almanack Investment Partners, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
This page lists all the filers that currently own CASH or have owned CASH in the past.