Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Epic Trust Investment Advisors, LLC	58.9%	43.4%	30.8%	23.6%	10.9%	$694,960	88
Greenhouse Wealth Management, LLC	88.5%	79.1%	65.1%	54.6%	37.2%	$692,218	53
Johnson Midwest Financial, LLC	74.4%	62.9%	49.5%	32.9%	13.3%	$685,402	376
ARMSTRONG SHAW ASSOCIATES INC/CT	88.8%	64.1%	45.3%	31.9%	12.3%	$684,898	44
UNC Management Company, Inc.	100.0%	100.0%	100.0%	100.0%	100.0%	$684,805	1
Martin Capital Advisors, LLP	73.8%	56.1%	42.6%	35.2%	24.6%	$683,156	62
PICTET BANK & TRUST Ltd	79.5%	53.5%	32.3%	21.3%	8.8%	$679,362	43
Raine Group LLC	100.0%	100.0%	100.0%	100.0%	97.8%	$677,833	2
Trevian Wealth Management LLC	97.6%	90.2%	81.2%	75.3%	48.2%	$673,917	30
CAPITAL MANAGEMENT ASSOCIATES /NY/	54.4%	36.1%	22.2%	15.2%	6.2%	$671,595	79
Page Arthur B	74.4%	43.5%	24.8%	15.5%	5.3%	$671,266	42
High Pines Wealth Management, LLC	93.8%	84.5%	63.1%	42.4%	15.4%	$671,070	32
Carroll Investors, Inc	98.6%	82.8%	59.5%	40.9%	15.2%	$669,137	27
VORPAL, LLC	100.0%	100.0%	100.0%	100.0%	100.0%	$667,384	1
SMITH THOMAS W	100.0%	100.0%	99.9%	83.6%	54.0%	$662,418	6
Mercer Investments LLC	100.0%	100.0%	90.2%	68.3%	30.3%	$662,050	11
LUTS & GREENLEIGH GROUP, INC	79.0%	66.0%	57.0%	51.1%	36.5%	$655,948	61
Braun-Bostich & Associates Inc.	82.0%	68.8%	46.3%	30.3%	11.2%	$655,773	53
Sonoma Private Wealth LLC	55.6%	39.2%	25.8%	17.6%	7.7%	$655,360	73
University of Maryland Foundation, Inc.	100.0%	100.0%	99.6%	95.2%	49.4%	$655,020	6

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