Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 79.9% | 66.3% | 51.7% | 39.1% | 15.8% | $9,140,655 | 91 |
Ratan Capital Management LP | 94.2% | 73.4% | 51.7% | 34.9% | 12.8% | $2,283,145 | 32 |
Spartan Planning & Wealth Management | 79.0% | 65.8% | 51.6% | 41.8% | 21.2% | $1,217,719 | 162 |
Pioneer Wealth Management Group | 92.7% | 73.8% | 51.6% | 36.3% | 12.9% | $3,128,905 | 36 |
Lakeside Advisors, INC. | 82.7% | 66.3% | 51.6% | 42.0% | 25.9% | $1,217,152 | 62 |
KB FINANCIAL PARTNERS, LLC | 72.1% | 65.0% | 51.6% | 36.1% | 17.3% | $12,932,706 | 581 |
IAT REINSURANCE CO LTD. | 87.6% | 71.4% | 51.5% | 41.1% | 28.0% | $40,898,218 | 78 |
SOUTHERN CAPITAL ADVISORS, LLC | 82.1% | 65.9% | 51.5% | 41.4% | 17.1% | $1,225,037 | 61 |
Hall Kathryn A. | 86.2% | 67.0% | 51.5% | 37.3% | 15.1% | $11,019,052 | 50 |
East Coast Asset Management, LLC. | 86.1% | 69.4% | 51.5% | 40.0% | 18.5% | $3,047,300 | 62 |
GHE, LLC | 82.1% | 65.5% | 51.5% | 44.6% | 33.0% | $1,206,114 | 55 |
Newport Capital Group, LLC | 88.8% | 72.5% | 51.5% | 32.8% | 12.6% | $1,211,933 | 47 |
Baron Wealth Management LLC | 71.0% | 62.3% | 51.5% | 44.8% | 25.5% | $2,067,177 | 139 |
BENDER ROBERT & ASSOCIATES | 92.5% | 70.9% | 51.4% | 39.3% | 22.1% | $1,770,955 | 48 |
Main Management ETF Advisors, LLC | 92.6% | 81.9% | 51.4% | 33.6% | 13.2% | $17,570,255 | 41 |
Columbus Hill Capital Management, L.P. | 100.0% | 86.7% | 51.4% | 34.8% | 15.6% | $6,635,317 | 16 |
KEYSTONE INVESTORS PTE LTD | 97.3% | 78.9% | 51.4% | 33.7% | 12.2% | $10,153,105 | 38 |
MA Private Wealth | 86.5% | 69.5% | 51.4% | 40.2% | 17.8% | $5,295,100 | 72 |
Alta Advisers Ltd | 65.4% | 58.3% | 51.4% | 43.6% | 22.8% | $1,821,496 | 388 |
PL Capital Advisors, LLC | 89.8% | 70.6% | 51.4% | 36.8% | 16.9% | $16,917,669 | 34 |
Statistics for filers
This page shows you the Q3 2023 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.