Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV79.9%66.3%51.7%39.1%15.8%$9,140,65591
Ratan Capital Management LP94.2%73.4%51.7%34.9%12.8%$2,283,14532
Spartan Planning & Wealth Management79.0%65.8%51.6%41.8%21.2%$1,217,719162
Pioneer Wealth Management Group92.7%73.8%51.6%36.3%12.9%$3,128,90536
Lakeside Advisors, INC.82.7%66.3%51.6%42.0%25.9%$1,217,15262
KB FINANCIAL PARTNERS, LLC72.1%65.0%51.6%36.1%17.3%$12,932,706581
IAT REINSURANCE CO LTD.87.6%71.4%51.5%41.1%28.0%$40,898,21878
SOUTHERN CAPITAL ADVISORS, LLC82.1%65.9%51.5%41.4%17.1%$1,225,03761
Hall Kathryn A.86.2%67.0%51.5%37.3%15.1%$11,019,05250
East Coast Asset Management, LLC.86.1%69.4%51.5%40.0%18.5%$3,047,30062
GHE, LLC82.1%65.5%51.5%44.6%33.0%$1,206,11455
Newport Capital Group, LLC88.8%72.5%51.5%32.8%12.6%$1,211,93347
Baron Wealth Management LLC71.0%62.3%51.5%44.8%25.5%$2,067,177139
BENDER ROBERT & ASSOCIATES92.5%70.9%51.4%39.3%22.1%$1,770,95548
Main Management ETF Advisors, LLC92.6%81.9%51.4%33.6%13.2%$17,570,25541
Columbus Hill Capital Management, L.P.100.0%86.7%51.4%34.8%15.6%$6,635,31716
KEYSTONE INVESTORS PTE LTD97.3%78.9%51.4%33.7%12.2%$10,153,10538
MA Private Wealth86.5%69.5%51.4%40.2%17.8%$5,295,10072
Alta Advisers Ltd65.4%58.3%51.4%43.6%22.8%$1,821,496388
PL Capital Advisors, LLC89.8%70.6%51.4%36.8%16.9%$16,917,66934
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.