Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Roble, Belko & Company, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Crewe Advisors LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SIT INVESTMENT ASSOCIATES INC | 14 | 14 | 0.00% | 0.10% | 0.32% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Aristides Capital LLC | 14 | 14 | 1.01% | 1.88% | 3.36% | Q2 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.04% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMERICAN FINANCIAL GROUP INC | 14 | 14 | 0.57% | 1.05% | 1.46% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ArchPoint Investors | 14 | 14 | 0.06% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Samalin Investment Counsel, LLC | 14 | 14 | 0.20% | 0.33% | 0.44% | Q2 2020 | Q3 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
180 WEALTH ADVISORS, LLC | 14 | 14 | 0.35% | 0.42% | 0.49% | Q2 2020 | Q3 2023 | 14 |
GABLES CAPITAL MANAGEMENT INC. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PSI Advisors, LLC | 14 | 14 | 0.12% | 0.31% | 0.45% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 13 | 13 | 0.03% | 0.44% | 0.76% | Q3 2020 | Q3 2023 | 13 |
Northeast Financial Consultants Inc | 11 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Old Port Advisors | 12 | 1 | 0.13% | 0.23% | 0.35% | Q2 2020 | Q3 2023 | 13 |
Plante Moran Financial Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
WEBSTER BANK, N. A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Quantedge Capital Pte Ltd | 12 | 12 | 0.76% | 2.01% | 5.25% | Q4 2020 | Q3 2023 | 12 |
Matisse Capital | 12 | 12 | 0.42% | 1.23% | 2.64% | Q4 2020 | Q3 2023 | 12 |
Cannell Capital | 12 | 12 | 0.12% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Merriman Wealth Management, LLC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q4 2022 | 11 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Linscomb & Williams, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.27% | 0.67% | Q4 2020 | Q2 2023 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Americana Partners, LLC | 11 | 11 | 0.05% | 0.11% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Quadrant Private Wealth Management, LLC | 6 | 4 | 0.15% | 0.26% | 0.38% | Q1 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Paragon Capital Management LLC | 10 | 10 | 0.13% | 0.20% | 0.26% | Q2 2020 | Q3 2022 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OTA Financial Group L.P. | 7 | 3 | 0.32% | 1.13% | 4.31% | Q3 2020 | Q1 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
BALDWIN BROTHERS LLC/MA | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Almitas Capital LLC | 7 | 2 | 0.02% | 1.17% | 3.05% | Q3 2020 | Q3 2023 | 9 |
Coastal Bridge Advisors, LLC | 9 | 9 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q2 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Geneos Wealth Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Next Capital Management LLC | 9 | 9 | 0.14% | 0.22% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q2 2023 | 8 |
KCS Wealth Advisory | 8 | 8 | 0.29% | 0.85% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Saba Capital Management, L.P. | 8 | 8 | 0.10% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Alpha Omega Wealth Management LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Walleye Capital LLC | 7 | 7 | 0.03% | 0.05% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CSS LLC/IL | 7 | 7 | 0.08% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
BOENNING & SCATTERGOOD, INC. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 7 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
COMMERCE BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
6 Meridian | 7 | 7 | 0.09% | 0.13% | 0.19% | Q2 2020 | Q4 2021 | 7 |
Logan Stone Capital, LLC | 7 | 7 | 0.24% | 0.81% | 2.38% | Q4 2021 | Q2 2023 | 7 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Hartford Financial Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Medina Value Partners, LLC | 6 | 6 | 0.90% | 4.63% | 7.53% | Q2 2022 | Q3 2023 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Arlington Capital Management, Inc. | 6 | 6 | 0.28% | 0.81% | 1.96% | Q4 2020 | Q1 2022 | 6 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
Walleye Trading LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 5 |
BANK OF MONTREAL /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Kore Private Wealth LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.04% | 0.42% | 0.82% | Q2 2020 | Q4 2021 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2023 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.33% | 0.49% | 0.63% | Q4 2020 | Q4 2021 | 5 |
Atlas Wealth LLC | 4 | 4 | 0.84% | 1.00% | 1.38% | Q4 2022 | Q3 2023 | 4 |
1620 INVESTMENT ADVISORS, INC. | 2 | 1 | 0.51% | 0.62% | 0.78% | Q1 2022 | Q3 2023 | 4 |
Quinn Opportunity Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
CERTUITY, LLC | 4 | 4 | 0.28% | 0.34% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q2 2021 | 4 |
FNY Investment Advisers, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Parkside Investments, LLC | 1 | 1 | 0.03% | 0.13% | 0.33% | Q2 2020 | Q1 2023 | 3 |
WNY Asset Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Uniplan Investment Counsel, Inc. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q4 2020 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Zimmer Partners, LP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.11% | 0.16% | 0.22% | Q4 2020 | Q2 2021 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SEGALL BRYANT & HAMILL, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q3 2020 | 2 |
RPO LLC | 2 | 2 | 0.10% | 0.23% | 0.36% | Q1 2023 | Q2 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
JOHN G ULLMAN & ASSOCIATES INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.76% | 0.77% | 0.78% | Q1 2021 | Q2 2021 | 2 |
Relative Value Partners Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Sea Otter Advisors LLC | 2 | 2 | 0.35% | 0.47% | 0.58% | Q2 2023 | Q3 2023 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PENINSULA ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Eagle Bluffs Wealth Management LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2023 | Q3 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2022 | Q3 2022 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quilter Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own TORTOISE ENERGY INFRA CORP or have owned TORTOISE ENERGY INFRA CORP in the past.