Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Integrated Investment Consultants, LLC58.0%40.5%26.9%18.0%7.0%$8,100,477253
Caprock Group, LLC48.6%36.9%26.9%20.5%12.2%$17,102,080659
CULBERTSON A N & CO INC56.2%38.0%26.9%20.9%7.5%$3,983,284115
Accuvest Global Advisors60.9%41.4%26.9%19.6%7.9%$3,623,705105
PAX Financial Group, LLC53.5%38.3%26.9%21.3%12.5%$7,560,431215
NORTHWEST WEALTH MANAGEMENT, LLC57.6%39.9%26.9%19.1%8.4%$5,111,397149
Faithward Advisors, LLC55.0%40.7%26.9%18.6%7.6%$11,834,662248
Barry Investment Advisors, LLC66.0%43.0%26.9%19.1%7.5%$7,302,826112
Providence First Trust Co60.0%42.1%26.9%17.0%5.9%$2,549,64088
Magellan Asset Management Ltd73.2%47.3%26.9%18.1%7.1%$76,553,717156
Lakewood Asset Management LLC55.1%38.2%26.9%20.8%10.1%$1,976,346111
Lindenwold Advisors, INC57.2%40.4%26.9%19.0%9.3%$1,632,704111
Montanaro Asset Management Ltd76.0%47.3%26.9%17.1%6.4%$6,455,82545
2Xideas AG55.5%39.2%26.9%19.1%6.8%$8,097,47258
KENNEDY INVESTMENT GROUP56.6%39.2%26.9%20.4%8.6%$6,904,751118
EP Wealth Advisors, LLC48.8%36.3%26.9%21.6%12.0%$72,739,052752
WHITENER CAPITAL MANAGEMENT, INC.58.9%41.3%26.9%18.0%7.7%$2,730,174145
Revisor Wealth Management LLC53.7%39.5%26.9%19.0%8.6%$2,333,719154
Pinnacle Wealth Management Group, Inc.61.1%41.3%26.9%18.3%7.7%$2,459,55395
Harel Insurance Investments & Financial Services Ltd.61.4%42.1%26.8%17.9%7.1%$122,414,391683
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.