Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Kovack Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q1 2020 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Financial Management Professionals, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q1 2018 | 15 |
Marquette Asset Management, LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q2 2017 | 11 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q2 2021 | 10 |
Kalos Management, Inc. | 6 | 6 | 0.07% | 0.07% | 0.09% | Q4 2017 | Q1 2019 | 6 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Private Ocean, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 4 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2014 | Q3 2014 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Capital Square, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2020 | Q1 2020 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
This page lists all the filers that currently own FS Investment Corp II or have owned FS Investment Corp II in the past.