Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Integrated Investment Consultants, LLC | 58.0% | 40.5% | 26.9% | 18.0% | 7.0% | $8,100,477 | 253 |
Caprock Group, LLC | 48.6% | 36.9% | 26.9% | 20.5% | 12.2% | $17,102,080 | 659 |
CULBERTSON A N & CO INC | 56.2% | 38.0% | 26.9% | 20.9% | 7.5% | $3,983,284 | 115 |
Accuvest Global Advisors | 60.9% | 41.4% | 26.9% | 19.6% | 7.9% | $3,623,705 | 105 |
PAX Financial Group, LLC | 53.5% | 38.3% | 26.9% | 21.3% | 12.5% | $7,560,431 | 215 |
NORTHWEST WEALTH MANAGEMENT, LLC | 57.6% | 39.9% | 26.9% | 19.1% | 8.4% | $5,111,397 | 149 |
Faithward Advisors, LLC | 55.0% | 40.7% | 26.9% | 18.6% | 7.6% | $11,834,662 | 248 |
Barry Investment Advisors, LLC | 66.0% | 43.0% | 26.9% | 19.1% | 7.5% | $7,302,826 | 112 |
Providence First Trust Co | 60.0% | 42.1% | 26.9% | 17.0% | 5.9% | $2,549,640 | 88 |
Magellan Asset Management Ltd | 73.2% | 47.3% | 26.9% | 18.1% | 7.1% | $76,553,717 | 156 |
Lakewood Asset Management LLC | 55.1% | 38.2% | 26.9% | 20.8% | 10.1% | $1,976,346 | 111 |
Lindenwold Advisors, INC | 57.2% | 40.4% | 26.9% | 19.0% | 9.3% | $1,632,704 | 111 |
Montanaro Asset Management Ltd | 76.0% | 47.3% | 26.9% | 17.1% | 6.4% | $6,455,825 | 45 |
2Xideas AG | 55.5% | 39.2% | 26.9% | 19.1% | 6.8% | $8,097,472 | 58 |
KENNEDY INVESTMENT GROUP | 56.6% | 39.2% | 26.9% | 20.4% | 8.6% | $6,904,751 | 118 |
EP Wealth Advisors, LLC | 48.8% | 36.3% | 26.9% | 21.6% | 12.0% | $72,739,052 | 752 |
WHITENER CAPITAL MANAGEMENT, INC. | 58.9% | 41.3% | 26.9% | 18.0% | 7.7% | $2,730,174 | 145 |
Revisor Wealth Management LLC | 53.7% | 39.5% | 26.9% | 19.0% | 8.6% | $2,333,719 | 154 |
Pinnacle Wealth Management Group, Inc. | 61.1% | 41.3% | 26.9% | 18.3% | 7.7% | $2,459,553 | 95 |
Harel Insurance Investments & Financial Services Ltd. | 61.4% | 42.1% | 26.8% | 17.9% | 7.1% | $122,414,391 | 683 |
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.