| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
| UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
| Kovack Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q4 2021 | 6 |
| MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
| Lake Point Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
| PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q3 2014 | 3 |
| Hanson & Doremus Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
| Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own Sierra Income Corporation or have owned Sierra Income Corporation in the past.