Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
RIVERPARK CAPITAL MANAGEMENT LLC	69.4%	41.1%	23.9%	15.1%	5.4%	$548,644	40
DORCHESTER WEALTH MANAGEMENT Co	55.5%	36.2%	23.9%	18.1%	10.2%	$10,943,970	150
SILVERARC CAPITAL MANAGEMENT, LLC	59.2%	38.2%	23.9%	17.0%	6.6%	$45,540,601	80
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	53.0%	36.4%	23.9%	16.9%	6.3%	$3,034,086	139
Trinity Legacy Partners, LLC	55.1%	37.4%	23.9%	17.8%	8.4%	$4,562,518	102
Cladis Investment Advisory, LLC	50.0%	35.0%	23.9%	17.6%	11.0%	$1,916,016	124
GABLES CAPITAL MANAGEMENT INC.	53.2%	35.9%	23.9%	17.6%	7.7%	$2,541,929	364
HALL CAPITAL MANAGEMENT CO INC	59.1%	38.2%	23.9%	16.8%	7.6%	$1,343,593	91
Brown Capital Management	73.6%	44.8%	23.9%	14.8%	5.1%	$154,047,130	126
Global Assets Advisory, LLC	50.6%	35.9%	23.9%	17.4%	7.4%	$1,778,564	134
FENIMORE ASSET MANAGEMENT INC	62.4%	39.9%	23.9%	16.0%	6.7%	$38,595,775	100
Rosenthal {-} Henry Capital Advisors, Inc.	69.1%	41.5%	23.9%	16.3%	8.3%	$3,326,472	43
Clearstead Advisors, LLC	45.2%	32.9%	23.9%	17.9%	9.5%	$38,046,473	1,523
PARSONS CAPITAL MANAGEMENT INC/RI	43.6%	32.2%	23.9%	18.0%	10.5%	$16,398,116	418
Community Bank & Trust, Waco, Texas	53.7%	35.2%	23.9%	18.8%	11.7%	$2,772,202	129
INTREPID CAPITAL MANAGEMENT INC	57.6%	37.8%	23.9%	17.0%	7.1%	$13,034,607	231
Omega Financial Group, LLC	66.3%	41.3%	23.9%	15.7%	5.4%	$3,404,645	78
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	54.5%	39.7%	23.9%	16.5%	5.9%	$13,407,959	239
ROPES WEALTH ADVISORS LLC	47.9%	33.4%	23.9%	17.1%	6.5%	$4,218,158	252
Sandhill Capital Partners LLC	73.9%	43.7%	23.9%	15.2%	5.9%	$9,266,245	87

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