Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cribstone Capital Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 24 |
Diversified Trust Co | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 22 |
Arvest Bank Trust Division | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 19 |
Kovack Advisors, Inc. | 13 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 19 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Taylor Wealth Management Partners | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
MAI Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
GLENMEDE TRUST CO NA | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 10 |
Tradition Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Almanack Investment Partners, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SVB WEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
ARVEST TRUST CO N A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Edge Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 5 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Bartlett & Co. LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 5 |
NVWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AMARILLO NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
ALBION FINANCIAL GROUP /UT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Osher Van de Voorde Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 3 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JB Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hilltop Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CHEMUNG CANAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Roundview Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Triumph Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own HIGHLANDS REIT INC or have owned HIGHLANDS REIT INC in the past.