Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Darwin Wealth Management, LLC	54.5%	34.4%	19.9%	13.0%	4.9%	$8,069,476	147
MIDDLETON & CO INC/MA	53.0%	35.0%	22.5%	16.4%	6.7%	$4,628,465	147
Berkeley Capital Partners, LLC	65.0%	54.1%	41.3%	33.0%	17.9%	$3,322,009	147
Capstone Financial Advisors, Inc.	91.5%	75.8%	52.3%	38.6%	14.2%	$20,964,638	146
Bigelow Investment Advisors, LLC	46.9%	32.8%	22.8%	16.8%	6.8%	$1,926,630	146
DOLIVER ADVISORS, LP	72.7%	65.0%	58.6%	54.5%	40.5%	$4,555,292	146
TruWealth Advisors, LLC	65.0%	44.1%	29.0%	19.9%	9.1%	$15,852,924	146
Alpine Global Management, LLC	81.6%	71.9%	55.2%	38.9%	14.2%	$32,653,266	146
ADVISORS MANAGEMENT GROUP INC /ADV	49.1%	29.7%	17.4%	11.4%	3.9%	$10,414,191	146
LWM Advisory Services, LLC	73.3%	58.3%	44.7%	36.0%	19.4%	$1,687,397	146
Chemistry Wealth Management LLC	69.0%	55.7%	44.7%	36.7%	15.2%	$3,839,892	146
Wakefield Asset Management LLLP	41.0%	27.8%	19.4%	14.7%	5.9%	$5,685,900	146
Strategic Global Advisors, LLC	42.4%	26.1%	16.3%	11.9%	5.1%	$6,190,548	146
UNITED BANK	67.1%	46.5%	32.3%	23.8%	12.4%	$7,871,596	146
Slocum, Gordon & Co LLP	78.6%	57.5%	36.6%	24.0%	9.5%	$1,914,725	146
Phillips Wealth Planners LLC	35.2%	21.6%	13.2%	9.5%	4.5%	$850,940	146
Cornerstone Wealth Group, LLC	52.7%	39.2%	26.3%	18.5%	6.6%	$6,782,158	146
ARS Wealth Advisors Group, LLC	58.9%	38.6%	24.8%	18.2%	7.0%	$7,631,100	146
NCM Capital Management, LLC	50.1%	35.0%	22.4%	14.8%	6.7%	$2,000,348	146
Bridge Advisory, LLC	57.0%	39.0%	25.2%	17.5%	7.0%	$8,215,096	145

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