Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
DISCOVERY CAPITAL MANAGEMENT, LLC / CT	90.1%	71.5%	50.4%	37.2%	17.7%	$53,123,994	40
Ascension Capital Advisors, Inc.	93.7%	75.2%	52.7%	37.1%	13.7%	$3,744,862	42
SANDERS MORRIS HARRIS LLC	63.3%	53.4%	43.3%	37.0%	19.5%	$14,840,980	256
LEWIS CAPITAL MANAGEMENT, LLC	76.7%	61.1%	48.1%	37.0%	22.4%	$1,458,062	58
Engrave Wealth Partners LLC	91.3%	72.6%	51.0%	37.0%	16.2%	$6,831,792	70
AIA Group Ltd	69.4%	54.2%	43.7%	37.0%	27.2%	$17,729,142	267
Verdad Advisers, LP	76.9%	62.0%	50.1%	37.0%	16.3%	$3,783,770	51
WMG Financial Advisors, LLC	67.5%	55.1%	44.0%	37.0%	20.4%	$2,441,081	99
Van Cleef Asset Management,Inc	79.3%	61.3%	47.0%	37.0%	17.8%	$6,787,830	107
TIEDEMANN ADVISORS, LLC	80.6%	70.2%	50.9%	36.9%	15.0%	$34,162,389	272
Antonetti Capital Management LLC	75.7%	64.0%	47.5%	36.9%	18.4%	$2,643,805	337
Consulta Ltd	100.0%	88.2%	54.6%	36.9%	13.6%	$9,459,500	13
Bares Capital Management	92.2%	82.2%	54.7%	36.9%	15.0%	$65,593,285	37
FOSTER DYKEMA CABOT & CO INC/MA	82.9%	59.7%	44.7%	36.9%	22.0%	$6,601,639	335
BOONE CAPITAL MANAGEMENT LLC	100.0%	88.6%	55.4%	36.9%	13.5%	$4,677,050	13
FIRST INTERSTATE BANK	77.9%	67.3%	52.3%	36.9%	13.1%	$17,999,061	168
James J. Burns & Company, LLC	75.8%	61.0%	47.2%	36.9%	22.3%	$4,422,178	104
Innova Wealth Partners	87.6%	70.7%	49.0%	36.9%	22.0%	$1,838,039	58
ARKANSAS FINANCIAL GROUP, INC.	84.2%	67.7%	50.2%	36.9%	15.8%	$5,650,773	65
1832 Asset Management L.P.	57.2%	47.4%	40.5%	36.8%	31.7%	$755,637,619	849

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