Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Hall Kathryn A.	86.2%	67.0%	51.5%	37.3%	15.1%	$11,019,052	50
AUA CAPITAL MANAGEMENT, LLC	77.1%	60.8%	46.5%	37.3%	26.6%	$1,356,973	76
Adero Partners, LLC	80.7%	66.3%	48.4%	37.3%	16.3%	$37,321,277	182
Jackson Wealth Management, LLC	67.0%	55.3%	45.2%	37.3%	25.9%	$248,522,752	156
Nekton Capital Ltd.	100.0%	85.2%	53.4%	37.3%	13.8%	$9,874,171	16
Sovereign Investment Advisors, LLC	89.7%	66.6%	48.3%	37.3%	14.5%	$4,840,357	36
Donald L. Hagan, LLC	69.7%	58.3%	48.5%	37.3%	15.6%	$3,740,113	92
Sequent Asset Management, LLC	85.1%	71.0%	50.1%	37.3%	17.8%	$1,060,574	51
Pallas Capital Advisors LLC	55.3%	46.7%	41.0%	37.3%	31.7%	$27,793,973	345
Brookmont Capital Management	78.9%	56.8%	43.3%	37.3%	30.9%	$1,313,313	49
Manitou Investment Management Ltd.	99.2%	81.0%	51.8%	37.3%	16.9%	$3,000,600	59
Masterton Capital Management, LP	100.0%	85.1%	54.9%	37.2%	14.1%	$1,275,288	15
P SCHOENFELD ASSET MANAGEMENT LP	76.9%	60.4%	45.7%	37.2%	15.1%	$64,175,952	106
Cornerstone Planning Group LLC	81.9%	66.5%	48.2%	37.2%	15.6%	$49,796,056	1,212
Sendero Wealth Management, LLC	65.5%	54.0%	43.9%	37.2%	24.5%	$4,383,347	152
Kapstone Financial Advisors LLC	70.3%	56.1%	44.7%	37.2%	14.3%	$1,075,220	91
PLUSTICK MANAGEMENT LLC	99.2%	76.2%	52.6%	37.2%	18.3%	$19,554,325	22
HIGHLAND PEAK CAPITAL, LLC	100.0%	84.3%	55.8%	37.2%	12.8%	$13,996,180	21
Luken Investment Analytics, LLC	90.5%	69.2%	49.0%	37.2%	17.0%	$3,686,782	138
Marquette Asset Management, LLC	90.5%	77.8%	52.9%	37.2%	18.8%	$10,403,348	284

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