Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
ALTFEST L J & CO INC	57.7%	40.5%	26.3%	18.8%	7.5%	$17,159,522	287
Cornerstone Wealth Group, LLC	52.7%	39.2%	26.3%	18.5%	6.6%	$6,782,158	146
Sandbar Asset Management LLP	76.2%	47.3%	26.2%	16.3%	6.0%	$393,938	41
IBEX WEALTH ADVISORS	54.8%	37.5%	26.2%	19.6%	9.2%	$4,933,153	111
Saturna Capital CORP	58.4%	40.2%	26.2%	19.5%	7.2%	$40,524,720	174
MU Investments Co., Ltd.	90.0%	49.9%	26.2%	16.0%	5.5%	$608,560	24
Patient Capital Management, LLC	74.7%	46.6%	26.2%	16.7%	5.9%	$80,430,311	42
Mount Yale Investment Advisors, LLC	38.7%	31.4%	26.2%	23.5%	18.2%	$10,853,384	499
MADDEN SECURITIES Corp	64.6%	42.0%	26.2%	18.3%	7.0%	$2,970,919	85
Ikarian Capital, LLC	57.6%	41.1%	26.2%	18.2%	7.7%	$36,673,903	140
William Allan Corp	71.2%	43.9%	26.2%	18.1%	6.7%	$974,503	48
ORLEANS CAPITAL MANAGEMENT CORP/LA	61.8%	40.5%	26.1%	18.9%	8.1%	$1,154,342	77
Governors Lane LP	72.7%	45.2%	26.1%	17.2%	6.3%	$18,212,197	47
ABSHER WEALTH MANAGEMENT, LLC	79.7%	45.7%	26.1%	16.9%	7.4%	$4,941,713	58
Flow State Investments, L.P.	58.3%	40.0%	26.1%	18.9%	8.0%	$113,637,051	225
Buffington Mohr McNeal	62.3%	40.8%	26.1%	18.3%	8.3%	$5,336,473	120
Riverview Trust Co	50.6%	37.7%	26.1%	19.8%	9.2%	$1,309,276	674
Oak Harvest Investment Services	56.7%	38.2%	26.1%	18.9%	8.3%	$4,919,074	107
Stanley Capital Management, LLC	71.3%	44.1%	26.1%	17.0%	6.9%	$9,268,993	42
AMF Tjanstepension AB	57.9%	39.7%	26.1%	19.3%	10.3%	$80,323,739	205

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