| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| STEWART & PATTEN CO LLC | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
| RIVERBRIDGE PARTNERS LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 31 |
| GOFEN & GLOSSBERG LLC /IL/ | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 23 |
| Arvest Bank Trust Division | 18 | 2 | 0.01% | 0.03% | 0.03% | Q1 2015 | Q3 2020 | 20 |
| Violich Capital Management, Inc. | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
| CATAWBA CAPITAL MANAGEMENT /VA | 16 | 16 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2017 | 16 |
| Almanack Investment Partners, LLC. | 13 | 2 | 0.07% | 0.14% | 0.26% | Q3 2018 | Q2 2022 | 15 |
| ROTHSCHILD INVESTMENT LLC /IL | 7 | 1 | 0.03% | 0.03% | 0.05% | Q3 2013 | Q2 2023 | 12 |
| NORTH STAR ASSET MANAGEMENT INC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 10 |
| CT Financial Advisors LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2017 | 10 |
| QCI ASSET MANAGEMENT INC/NY | 10 | 10 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2020 | 10 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 7 | 1 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 8 |
| GREAT LAKES ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
| MERITAGE PORTFOLIO MANAGEMENT | 6 | 2 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2016 | 8 |
| Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 7 |
| AlphaMark Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
| Coston, McIsaac & Partners | 5 | 5 | 0.24% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
| MOTCO | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2021 | 5 |
| OUTFITTER ADVISORS, LTD. | 5 | 5 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q2 2014 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
| OLD SECOND NATIONAL BANK OF AURORA | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2018 | 5 |
| Lake Point Wealth Management | 3 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2019 | 4 |
| S&T BANK/PA | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
| Granite Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
| Janney Montgomery Scott LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 4 |
| Hodges Capital Management Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2014 | 4 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q4 2014 | 3 |
| 55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
| Winthrop Partners - WNY, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2018 | Q3 2018 | 3 |
| B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q4 2014 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| AMARILLO NATIONAL BANK | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2015 | Q2 2015 | 2 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
| Sandy Spring Bank | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| PSI Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 2 |
| Vectors Research Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
| DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
| Swaine & Leidel Wealth Services, LLC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2019 | Q3 2019 | 2 |
| BRAUN STACEY ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
| BANCORPSOUTH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
| MILLER WEALTH ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
| Boston Common Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
| Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| Ethos Financial Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
| Ledyard National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
| Alaska Wealth Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
| Elite Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
| Advocacy Wealth Management Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
| Private Capital Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
| JB Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
| TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
| MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
This page lists all the filers that currently own American Growth Fd of America or have owned American Growth Fd of America in the past.