Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Comprehensive Financial Consultants Institutional, Inc.34.8%19.9%11.3%7.1%2.5%$2,269,085153
INNOVIS ASSET MANAGEMENT LLC59.6%35.1%20.6%14.6%7.4%$4,457,472153
CHURCHILL MANAGEMENT Corp83.4%63.2%37.2%25.0%12.2%$46,964,676153
Spouting Rock Asset Management, LLC69.5%53.5%37.5%23.7%8.3%$3,525,691152
MORRIS FINANCIAL CONCEPTS, INC.74.9%59.7%42.1%31.4%12.9%$2,240,383152
Advisory Resource Group60.5%49.1%36.6%26.2%9.7%$6,966,881152
Bensler, LLC49.6%31.5%19.3%13.4%5.3%$11,522,169152
Sand Hill Global Advisors, LLC76.9%65.8%48.8%36.4%16.8%$17,201,704152
Imprint Wealth LLC41.7%27.5%17.3%12.2%5.5%$1,832,367152
BRANDES INVESTMENT PARTNERS, LP46.7%27.2%15.6%10.5%4.8%$181,403,166152
WOODWARD DIVERSIFIED CAPITAL, LLC48.7%37.2%28.0%20.6%8.2%$1,901,776152
Allred Capital Management, LLC59.2%47.8%37.5%31.6%18.9%$2,647,984152
Garner Asset Management Corp44.0%31.0%20.0%13.6%4.7%$4,716,127152
MMBG INVESTMENT ADVISORS CO.68.2%54.7%39.1%26.6%10.1%$10,783,658152
JGP Wealth Management, LLC51.9%31.5%19.3%13.7%6.1%$5,255,330152
Blackstone Inc.84.9%67.5%47.6%37.6%23.2%$1,076,512,590152
PRIVATE CAPITAL MANAGEMENT LLC73.8%57.8%36.1%24.2%11.6%$4,999,556152
Curi Wealth Management, LLC61.9%42.6%29.3%23.1%8.7%$7,870,622152
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.67.9%48.5%30.8%22.1%9.7%$7,119,839152
Sendero Wealth Management, LLC65.5%54.0%43.9%37.2%24.5%$4,383,347152
Statistics for filers

This page shows you the Q3 2023 statistics for the filers.

Top 5
The total weighting of the top 5 holdings.
Value
The total value of the reported holdings.
Holdings
The number of reported holdings.