Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Alpha Cubed Investments, LLC56.2%37.0%24.1%17.2%7.5%$12,190,180262
Strategic Family Wealth Counselors, L.L.C.66.4%40.0%24.1%16.6%7.0%$4,390,266110
First PREMIER Bank51.4%34.7%24.1%17.7%7.6%$5,149,005353
TANG CAPITAL MANAGEMENT LLC58.2%39.3%24.0%15.4%5.4%$129,284,252106
CHAPIN DAVIS, INC.47.4%34.3%24.0%18.7%9.1%$4,052,236204
Lipe & Dalton61.4%39.1%24.0%17.2%8.5%$2,155,959100
NTV ASSET MANAGEMENT LLC47.6%34.6%24.0%17.2%7.6%$6,322,172252
EVEXIA WEALTH LLC74.1%44.2%24.0%15.1%5.3%$1,209,64350
Robertson Stephens Wealth Management, LLC47.2%34.0%24.0%17.6%7.0%$23,522,895442
Trek Financial, LLC50.8%35.5%24.0%17.2%9.0%$17,214,110282
Colorado Capital Management, Inc.68.4%43.1%24.0%14.8%5.1%$2,344,54180
Proquility Private Wealth Partners, LLC57.1%38.7%24.0%16.7%6.6%$4,076,67288
Fidelis Capital Partners, LLC45.6%33.9%24.0%18.9%8.0%$2,472,461271
Redwood Investment Management, LLC41.5%32.1%24.0%18.1%7.2%$26,598,588323
EWG Elevate Inc.61.4%40.2%24.0%15.2%6.0%$4,017,74096
D L CARLSON INVESTMENT GROUP INC52.4%37.0%24.0%16.1%5.8%$6,156,689133
Corton Capital Inc.33.1%27.3%23.9%22.4%20.7%$6,328,588413
Capital Advisory Group Advisory Services, LLC49.2%34.8%23.9%18.2%6.6%$3,026,326149
VIKING GLOBAL INVESTORS LP67.0%42.5%23.9%15.6%6.5%$703,770,56480
Perennial Investment Advisors, LLC46.5%33.7%23.9%18.2%7.0%$10,032,280354
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.