Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
SCHMIDT P J INVESTMENT MANAGEMENT INC	58.1%	40.7%	27.3%	19.2%	6.7%	$5,577,571	167
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	71.6%	45.6%	27.3%	17.3%	6.9%	$10,802,719	214
KINGDON CAPITAL MANAGEMENT, L.L.C.	59.7%	41.1%	27.2%	20.6%	12.3%	$35,686,862	72
COHEN LAWRENCE B	59.0%	39.0%	27.2%	20.8%	9.1%	$1,156,031	60
Fifth Third Wealth Advisors LLC	53.5%	40.8%	27.2%	18.7%	9.7%	$1,837,255	156
Monashee Investment Management LLC	60.3%	40.1%	27.2%	21.5%	13.3%	$62,924,813	75
Blue Chip Partners, LLC	65.9%	42.8%	27.2%	19.6%	11.2%	$8,925,253	175
WASHINGTON TRUST BANK	54.5%	38.0%	27.2%	19.8%	9.1%	$9,539,413	213
Schear Investment Advisers, LLC	59.1%	41.5%	27.2%	19.0%	8.9%	$643,148	78
Sicart Associates LLC	70.5%	45.6%	27.2%	19.1%	9.5%	$5,152,100	67
SILVER OAK SECURITIES, INCORPORATED	48.4%	35.9%	27.2%	21.2%	7.6%	$8,272,242	443
Exchange Bank	57.2%	40.4%	27.2%	19.7%	10.2%	$948,120	100
Midwest Financial Group LLC	60.0%	42.7%	27.2%	18.7%	8.2%	$2,042,454	94
MYDA Advisors LLC	64.7%	43.4%	27.2%	19.1%	8.8%	$12,257,424	107
NORTHSTAR ASSET MANAGEMENT INC	77.8%	48.8%	27.2%	17.4%	6.1%	$2,813,955	52
Locust Wood Capital Advisers	75.9%	46.4%	27.2%	18.5%	7.6%	$29,604,022	48
CAPE COD FIVE CENTS SAVINGS BANK	57.1%	41.2%	27.2%	19.3%	9.0%	$20,317,878	241
Waverly Advisors, LLC	58.5%	42.1%	27.1%	19.0%	6.4%	$31,644,542	406
KG&L Capital Management,LLC	59.0%	43.5%	27.1%	18.6%	8.3%	$2,681,831	150
NEOS Investment Management LLC	49.1%	38.1%	27.1%	20.8%	8.8%	$6,616,371	357

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