| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 9 | 9 | 0.40% | 0.83% | 0.96% | Q2 2013 | Q2 2015 | 9 |
| REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
| Atlas Wealth LLC | 3 | 3 | 0.07% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
| Kovack Advisors, Inc. | 1 | 1 | 0.14% | 0.18% | 0.23% | Q4 2015 | Q1 2019 | 2 |
| AlphaMark Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
| American Research & Management Co. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
| ORG Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
| Cadence Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| BANCORPSOUTH INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
This page lists all the filers that currently own THORN INCM BLDR I or have owned THORN INCM BLDR I in the past.