Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Curi Wealth Management, LLC	61.9%	42.6%	29.3%	23.1%	8.7%	$7,870,622	152
Imprint Wealth LLC	41.7%	27.5%	17.3%	12.2%	5.5%	$1,832,367	152
Allred Capital Management, LLC	59.2%	47.8%	37.5%	31.6%	18.9%	$2,647,984	152
N.E.W. Advisory Services LLC	75.2%	58.0%	41.3%	28.9%	10.6%	$13,885,068	151
Peregrine Asset Advisers, Inc.	53.2%	33.4%	19.1%	12.2%	4.6%	$2,047,530	151
WoodTrust Financial Corp	60.8%	40.2%	24.6%	17.2%	9.7%	$4,949,821	151
First National Advisers, LLC	42.5%	30.6%	21.0%	14.7%	5.6%	$2,064,076	151
Sterling Investment Counsel, LLC	62.5%	49.4%	36.5%	26.5%	13.0%	$2,340,004	151
WEST MICHIGAN ADVISORS, LLC	54.8%	37.1%	22.2%	14.9%	7.2%	$3,501,774	151
BEACH INVESTMENT COUNSEL INC/PA	55.6%	37.7%	24.9%	18.2%	8.1%	$19,299,444	151
Channing Capital Management, LLC	46.5%	24.5%	12.7%	7.8%	2.7%	$59,838,127	151
Regent Peak Wealth Advisors LLC	66.1%	49.3%	32.4%	22.7%	11.1%	$2,697,980	151
Range Financial Group LLC	39.9%	28.1%	20.8%	17.7%	10.9%	$3,274,213	151
GFS Advisors, LLC	56.2%	39.1%	24.4%	17.3%	7.3%	$10,580,330	151
Colonial River Wealth Management, LLC	43.8%	29.4%	19.2%	13.8%	5.9%	$2,410,234	150
FIRST AMERICAN TRUST, FSB	46.5%	31.4%	19.2%	13.0%	4.9%	$7,717,060	150
Souders Financial Advisors	54.5%	37.0%	22.5%	15.9%	6.7%	$10,665,604	150
Ceredex Value Advisors LLC	37.7%	21.7%	11.7%	7.3%	2.7%	$89,353,959	150
Carson Advisory Inc.	43.0%	29.3%	18.6%	12.0%	4.2%	$2,387,111	150
Parkwood LLC	69.1%	57.1%	48.9%	44.2%	33.1%	$31,530,399	150

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