| Weighting | |||||||
|---|---|---|---|---|---|---|---|
| Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
| CONSILIO WEALTH ADVISORS, LLC | 90.8% | 75.0% | 51.0% | 37.5% | 15.8% | $1,672,774 | 49 |
| Abundance Wealth Counselors | 72.4% | 62.0% | 51.0% | 42.9% | 26.0% | $9,369,440 | 130 |
| Archon Capital Management LLC | 87.9% | 67.9% | 51.0% | 41.3% | 20.2% | $64,028,763 | 39 |
| Engrave Wealth Partners LLC | 91.3% | 72.6% | 51.0% | 37.0% | 16.2% | $6,831,792 | 70 |
| D'Orazio & Associates, Inc. | 81.4% | 67.3% | 50.9% | 38.9% | 17.2% | $5,134,437 | 156 |
| HBK Sorce Advisory LLC | 66.9% | 60.1% | 50.9% | 42.5% | 19.4% | $41,444,642 | 564 |
| Horiko Capital Management LLC | 97.2% | 84.9% | 50.9% | 31.6% | 11.0% | $1,237,471 | 27 |
| TIEDEMANN ADVISORS, LLC | 80.6% | 70.2% | 50.9% | 36.9% | 15.0% | $34,162,389 | 272 |
| Advisory Services & Investments, LLC | 96.7% | 81.6% | 50.9% | 34.2% | 14.9% | $2,812,834 | 30 |
| Smallwood Wealth Investment Management, LLC | 81.9% | 65.9% | 50.9% | 41.2% | 28.8% | $1,634,101 | 62 |
| Infusive Asset Management Inc. | 100.0% | 85.6% | 50.9% | 32.4% | 11.7% | $1,149,187 | 13 |
| KM Capital Management Ltd. | 91.0% | 71.6% | 50.9% | 36.5% | 16.1% | $2,601,731 | 38 |
| Ally Bridge Group (NY) LLC | 100.0% | 80.3% | 50.8% | 33.7% | 12.2% | $12,214,412 | 19 |
| Rothschild & Co Wealth Management UK Ltd | 99.6% | 88.1% | 50.8% | 32.5% | 12.9% | $32,612,880 | 33 |
| Schneider Downs Wealth Management Advisors, LP | 83.3% | 68.2% | 50.8% | 39.9% | 24.9% | $9,542,047 | 108 |
| Darrow Company, Inc. | 97.1% | 81.8% | 50.8% | 31.9% | 11.4% | $1,402,788 | 29 |
| DESTINY CAPITAL SECURITIES CORPORATION | 86.6% | 68.3% | 50.8% | 34.3% | 15.8% | $2,647,307 | 55 |
| Gavilan Investment Partners LLC | 100.0% | 84.1% | 50.8% | 34.2% | 12.4% | $3,201,500 | 13 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 100.0% | 86.5% | 50.8% | 34.3% | 14.3% | $30,860,066 | 13 |
| FIRST CITIZENS BANK & TRUST CO | 80.3% | 68.5% | 50.8% | 36.5% | 15.1% | $65,509,616 | 348 |
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.