Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 23 |
Sonora Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 23 |
Gemmer Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.04% | 0.11% | 0.15% | Q3 2015 | Q3 2017 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own SIRIUS XM HLDG INC or have owned SIRIUS XM HLDG INC in the past.