| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| First American Bank | 20 | 4 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2020 | 28 |
| Arvest Bank Trust Division | 18 | 1 | 0.02% | 0.10% | 0.12% | Q3 2015 | Q3 2020 | 19 |
| CATAWBA CAPITAL MANAGEMENT /VA | 10 | 5 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2017 | 15 |
| ROTHSCHILD INVESTMENT LLC /IL | 8 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2018 | 11 |
| BOSTON FINANCIAL MANGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 1 | 0.01% | 0.03% | 0.16% | Q3 2013 | Q4 2016 | 11 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 4 | 0.02% | 0.05% | 0.07% | Q1 2012 | Q3 2017 | 10 |
| Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 8 |
| QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
| Coston, McIsaac & Partners | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
| Buffington Mohr McNeal | 5 | 5 | 0.05% | 0.08% | 0.09% | Q1 2015 | Q1 2016 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
| DIVIDEND ASSETS CAPITAL, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
| Janney Montgomery Scott LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 4 |
| Lake Point Wealth Management | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 4 |
| Curbstone Financial Management Corp | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 4 |
| NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
| Page Arthur B | 3 | 3 | 0.84% | 0.86% | 0.88% | Q4 2016 | Q2 2017 | 3 |
| MOTCO | 1 | 1 | 0.01% | 0.06% | 0.15% | Q4 2014 | Q4 2020 | 3 |
| Winthrop Partners - WNY, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
| True Link Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
| OUTFITTER ADVISORS, LTD. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
| PSI Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
| AMARILLO NATIONAL BANK | 1 | 1 | 0.05% | 0.11% | 0.17% | Q1 2021 | Q3 2022 | 2 |
| MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
| Ledyard National Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
| PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.51% | 0.51% | 0.51% | Q2 2013 | Q3 2013 | 2 |
| 55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| JB Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
| Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
| J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
| Vectors Research Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
| LAFFER TENGLER INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
| CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
| CT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
| RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own INCOME FD AMER INC or have owned INCOME FD AMER INC in the past.