Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Mattern Wealth Management LLC	52.6%	39.8%	26.8%	19.5%	8.0%	$4,712,860	167
Sculati Wealth Management, LLC	55.6%	39.7%	26.8%	19.3%	9.3%	$4,258,096	101
Sage Investment Advisers LLC	67.9%	43.9%	26.8%	18.2%	7.5%	$926,035	61
LYRICAL ASSET MANAGEMENT LP	75.4%	46.4%	26.8%	17.7%	6.8%	$92,470,575	41
SUVRETTA CAPITAL MANAGEMENT, LLC	68.7%	47.1%	26.8%	17.2%	6.0%	$106,448,176	87
Stegent Equity Advisors, Inc.	67.8%	45.5%	26.8%	17.1%	6.1%	$1,768,692	57
Roberts Wealth Advisors, LLC	57.9%	40.2%	26.8%	18.1%	7.3%	$2,531,307	88
Stieven Capital Advisors, L.P.	72.5%	46.0%	26.8%	17.5%	6.4%	$15,419,590	39
PANORAMIC INVESTMENT ADVISORS, LLC	59.5%	41.5%	26.8%	19.3%	8.2%	$1,701,473	99
Financial Gravity Asset Management, Inc.	50.4%	35.9%	26.8%	22.7%	17.6%	$221,009,719	1,233
Eastover Investment Advisors LLC	78.3%	45.9%	26.8%	17.9%	6.2%	$1,514,154	44
Valley Brook Capital Group, Inc.	53.8%	38.4%	26.8%	20.1%	9.0%	$849,517	101
PRIMORIS WEALTH ADVISORS, LLC	67.2%	44.9%	26.8%	17.5%	6.8%	$1,615,377	70
MONETA GROUP INVESTMENT ADVISORS LLC	57.5%	41.8%	26.8%	19.1%	8.3%	$54,152,539	527
EMFO, LLC	54.3%	38.7%	26.8%	19.4%	8.5%	$4,265,583	296
Horan Capital Advisors, LLC.	55.0%	38.1%	26.8%	19.2%	7.5%	$2,648,587	112
Moreno Evelyn V	55.6%	38.0%	26.8%	19.6%	7.6%	$3,527,601	141
W ADVISORS, LLC	63.2%	44.5%	26.7%	17.8%	6.7%	$1,248,694	99
SCHNIEDERS CAPITAL MANAGEMENT LLC	57.2%	39.8%	26.7%	20.1%	8.5%	$4,288,922	182
Bristlecone Advisors, LLC	53.8%	38.9%	26.7%	19.7%	11.8%	$9,939,538	260

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