Filer statistics Q2 2024

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
BLS CAPITAL FONDSMAEGLERSELSKAB A/S100.0%90.2%54.8%38.1%14.9%$31,545,96613
Cable Hill Partners, LLC88.9%78.6%54.8%39.0%17.6%$15,209,009208
Hardy Reed LLC76.7%65.7%54.8%41.7%19.0%$8,745,911228
Sara-Bay Financial84.3%73.4%54.7%43.0%18.8%$3,070,51086
Beaumont Asset Management, L.L.C.80.1%66.1%54.7%46.8%26.2%$1,184,72166
Horiko Capital Management LLC99.9%85.5%54.7%34.5%11.9%$1,793,98821
Aspen Wealth Strategies, LLC82.1%70.8%54.7%38.8%13.4%$1,439,00573
EMC Capital Management65.0%60.2%54.7%41.4%18.9%$3,050,833273
Merriman Wealth Management, LLC82.2%70.4%54.7%36.2%14.3%$44,053,244206
RR Advisors, LLC98.0%79.3%54.7%39.3%15.5%$17,300,00024
Stone House Investment Management, LLC92.1%75.6%54.7%40.5%19.0%$4,277,128378
OxenFree Capital LLC90.9%71.6%54.6%42.0%19.9%$3,251,08739
CHICKASAW CAPITAL MANAGEMENT LLC94.4%81.0%54.6%35.2%12.7%$75,585,89198
CONSILIO WEALTH ADVISORS, LLC90.0%75.8%54.6%40.4%21.6%$1,543,91864
Shared Vision Wealth Group LLC82.2%67.8%54.5%47.4%21.9%$1,796,56674
Rinkey Investments86.3%70.7%54.5%44.2%16.3%$5,261,26172
BRANT POINT INVESTMENT MANAGEMENT LLC69.9%60.8%54.5%42.4%19.5%$4,735,752105
KEATING INVESTMENT COUNSELORS INC85.4%67.8%54.5%48.7%23.9%$8,425,65868
Treasure Coast Financial Planning96.3%75.3%54.5%40.6%21.4%$3,145,27432
Empirical Capital Management, LLC100.0%87.9%54.5%37.8%13.8%$1,838,12416
Statistics for filers

This page shows you the Q2 2024 statistics for the filers.

Top 5
The total weighting of the top 5 holdings.
Value
The total value of the reported holdings.
Holdings
The number of reported holdings.