Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Sargent Investment Group, LLC	54.7%	36.7%	23.7%	18.3%	7.8%	$18,286,177	205
SteelPeak Wealth, LLC	47.8%	34.9%	23.7%	18.1%	9.7%	$20,058,427	440
KMG FIDUCIARY PARTNERS, LLC	47.4%	33.4%	23.7%	17.9%	6.8%	$8,887,814	223
Triumph Capital Management	47.9%	34.7%	23.7%	17.3%	7.9%	$5,863,260	220
Eudaimonia Partners, LLC	43.2%	32.3%	23.7%	17.4%	9.0%	$6,236,472	328
ROANOKE ASSET MANAGEMENT CORP/ NY	55.8%	36.6%	23.7%	16.7%	8.5%	$3,068,625	101
LOS ANGELES CAPITAL MANAGEMENT LLC	46.5%	34.0%	23.7%	17.6%	7.4%	$203,975,836	1,102
Oxinas Partners Wealth Management LLC	59.1%	38.5%	23.7%	15.1%	5.1%	$2,235,985	117
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	72.9%	41.6%	23.7%	15.7%	7.0%	$10,097,804	100
Foyston, Gordon, & Payne Inc	66.2%	41.3%	23.7%	15.8%	6.5%	$3,596,089	57
GARLAND CAPITAL MANAGEMENT INC	76.6%	44.0%	23.7%	14.7%	5.0%	$1,778,957	34
Kovack Advisors, Inc.	40.0%	31.4%	23.7%	17.8%	9.6%	$24,128,160	551
Ionic Capital Management LLC	53.1%	37.8%	23.7%	14.9%	5.5%	$186,612,054	246
LAKE STREET ADVISORS GROUP, LLC	59.0%	38.3%	23.7%	16.3%	5.8%	$34,300,619	347
ICA Group Wealth Management, LLC	50.2%	35.2%	23.7%	18.3%	7.3%	$5,581,924	234
UNITED CAPITAL FINANCIAL ADVISORS, LLC	44.6%	33.4%	23.7%	18.3%	10.2%	$186,715,102	830
Addison Capital Co	60.7%	40.5%	23.6%	15.3%	5.6%	$2,502,044	104
THORNBURG INVESTMENT MANAGEMENT INC	58.0%	39.3%	23.6%	15.8%	6.1%	$129,222,758	196
Dynamic Technology Lab Private Ltd	30.0%	26.2%	23.6%	22.4%	19.2%	$23,713,827	907
Treynor Bancshares, Inc.	66.2%	42.5%	23.6%	15.1%	5.6%	$3,285,129	76

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