| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
| Private Capital Advisors, Inc. | 26 | 26 | 0.09% | 0.19% | 0.23% | Q2 2015 | Q3 2021 | 26 |
| QCI ASSET MANAGEMENT INC/NY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
| DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
| ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.34% | 0.38% | 0.40% | Q1 2021 | Q3 2023 | 11 |
| CT Financial Advisors LLC | 9 | 1 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q1 2017 | 10 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.32% | 0.36% | 0.46% | Q2 2013 | Q2 2015 | 9 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| First American Bank | 4 | 4 | 0.43% | 0.45% | 0.46% | Q3 2016 | Q2 2017 | 4 |
| Atlas Wealth LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
| BTR CAPITAL MANAGEMENT INC | 3 | 3 | 0.06% | 0.52% | 0.91% | Q2 2018 | Q4 2018 | 3 |
| ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
| FULTON BANK, N.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
| True Link Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
| Hemenway Trust Co LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
| Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
| TOWER BRIDGE ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| ORG Partners LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
| WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2023 | Q2 2023 | 1 |
| Essex Savings Bank | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| 55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
| Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
| Barrett Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| Winthrop Partners - WNY, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own American Grw Fd of Amer 2 or have owned American Grw Fd of Amer 2 in the past.