| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| First American Bank | 9 | 9 | 1.08% | 1.92% | 2.57% | Q4 2019 | Q4 2021 | 9 |
| Advocacy Wealth Management Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 3 |
| Weaver Consulting Group | 1 | 1 | 4.10% | 4.10% | 4.10% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own PERFORMANCE TRUST or have owned PERFORMANCE TRUST in the past.