| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| QCI ASSET MANAGEMENT INC/NY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 20 |
| STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| Focused Wealth Management, Inc | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| PEAK FINANCIAL ADVISORS LLC | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
| ARS Investment Partners, LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
| BARD ASSOCIATES INC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
| J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| Benin Management CORP | 9 | 9 | 0.07% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
| VANGUARD GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| ACADIAN ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| WELLS FARGO & COMPANY/MN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| WYNNEFIELD CAPITAL INC | 8 | 8 | 0.00% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 8 |
| GEODE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| MORGAN STANLEY | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
| DIMENSIONAL FUND ADVISORS LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
| Modera Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
| Beaumont Financial Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
| FMR LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
| UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
| NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
| Coombe, Bender & Co LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
| MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
| OSAIC HOLDINGS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| EAM Investors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own SONO TEK CORP or have owned SONO TEK CORP in the past.