| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
| IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
| OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
| Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
| Geneos Wealth Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
| Herold Advisors, Inc. | 3 | 3 | 0.33% | 0.35% | 0.40% | Q4 2021 | Q2 2022 | 3 |
| CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
| UBS Group AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
| Independence Bank of Kentucky | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2021 | Q2 2022 | 3 |
| Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
| Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 0.26% | 1.06% | 1.86% | Q4 2021 | Q1 2022 | 2 |
| Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
| Masso Torrence Wealth Management Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2021 | Q4 2021 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own NEW AGE ALPHA TR or have owned NEW AGE ALPHA TR in the past.