Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 38 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
WOLVERINE ASSET MANAGEMENT LLC | 13 | 4 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 34 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 33 | 33 | 0.60% | 3.39% | 5.77% | Q3 2015 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
LAZARD ASSET MANAGEMENT LLC | 26 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Thomas J. Herzfeld Advisors, Inc. | 15 | 10 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q3 2023 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
1607 Capital Partners, LLC | 25 | 25 | 0.11% | 0.18% | 0.24% | Q3 2017 | Q3 2023 | 25 |
Gradient Investments LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SOL Capital Management CO | 23 | 23 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q4 2018 | 23 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Matisse Capital | 12 | 8 | 0.04% | 1.50% | 3.95% | Q3 2017 | Q3 2023 | 20 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
VALLEY NATIONAL ADVISERS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
US BANCORP \DE\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
WHITTIER TRUST CO | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 15 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 5 | 0.11% | 0.15% | 0.21% | Q4 2017 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CORNERSTONE ADVISORS INC | 10 | 1 | 0.00% | 0.26% | 0.60% | Q4 2014 | Q4 2021 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
JOHN G ULLMAN & ASSOCIATES INC | 12 | 2 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 14 |
Baystate Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Full Value Advisors, LLC | 12 | 12 | 0.19% | 1.30% | 3.38% | Q4 2006 | Q3 2009 | 12 |
RMB Capital Management, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q1 2020 | 12 |
Point View Wealth Management, Inc. | 7 | 1 | 0.16% | 0.23% | 0.32% | Q1 2017 | Q4 2020 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 11 |
TOMPKINS FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 11 |
Cornerstone Advisors, LLC | 8 | 1 | 0.01% | 0.05% | 0.18% | Q4 2019 | Q4 2022 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.61% | 0.69% | 0.83% | Q1 2021 | Q3 2023 | 11 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 1 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2016 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q3 2014 | Q3 2016 | 9 |
6 Meridian | 5 | 4 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q1 2020 | 9 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 9 |
GUGGENHEIM CAPITAL LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
1832 Asset Management L.P. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Ledyard National Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Community Bank, N.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Loudon Investment Management, LLC | 8 | 8 | 0.17% | 0.20% | 0.25% | Q4 2013 | Q3 2015 | 8 |
Centiva Capital, LP | 8 | 8 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q4 2020 | 8 |
Concert Wealth Management Inc. | 3 | 2 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2015 | 7 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.09% | 0.27% | 0.58% | Q4 2015 | Q2 2018 | 7 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Almitas Capital LLC | 4 | 2 | 0.30% | 0.70% | 1.23% | Q4 2018 | Q3 2023 | 6 |
Shaker Financial Services, LLC | 4 | 2 | 0.08% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q2 2015 | 6 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gramercy Funds Management LLC | 3 | 2 | 0.01% | 0.25% | 0.52% | Q1 2016 | Q4 2017 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
RAYMOND JAMES & ASSOCIATES | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2014 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 5 |
JNBA Financial Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.06% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q4 2017 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 4 |
NewEdge Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 4 |
Ionic Capital Management LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q1 2014 | Q3 2014 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 3 |
Quantedge Capital Pte Ltd | 2 | 1 | 0.09% | 0.17% | 0.30% | Q2 2021 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2018 | Q3 2018 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
AMERIPRISE FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 3 |
Karpus Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
abrdn plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Winchester Group Inc. | 2 | 2 | 0.46% | 0.49% | 0.52% | Q2 2013 | Q3 2013 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Bulldog Investors, LLP | 1 | 1 | 0.06% | 0.11% | 0.17% | Q1 2020 | Q3 2022 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.12% | 0.20% | 0.28% | Q3 2017 | Q4 2017 | 2 |
Ashmore Group plc | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q2 2013 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
RPO LLC | 2 | 2 | 1.76% | 1.93% | 2.10% | Q2 2023 | Q3 2023 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.14% | 0.30% | 0.47% | Q2 2020 | Q4 2020 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Advance Emerging Capital Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
F3Logic, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NWK Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own MEXICO FD INC or have owned MEXICO FD INC in the past.