Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
MADISON WEALTH MANAGEMENT49.4%34.6%23.2%15.4%5.8%$5,730,661150
Alamar Capital Management, LLC66.2%39.6%23.2%16.3%7.7%$1,096,98657
Hunter Perkins Capital Management, LLC64.3%40.7%23.2%14.9%5.8%$7,555,062126
Acorn Wealth Advisors, LLC49.5%34.9%23.2%17.0%7.7%$2,394,562182
TD Waterhouse Canada Inc.49.4%33.8%23.2%18.0%7.9%$139,155,2671,715
Commonwealth Financial Services, LLC57.0%37.6%23.2%16.1%8.3%$6,669,419189
III Capital Management57.5%36.9%23.2%16.3%6.6%$1,294,300,406169
Bellecapital International Ltd.57.3%37.2%23.2%14.8%5.4%$14,214,106158
River Street Advisors LLC51.1%35.3%23.2%16.5%7.5%$1,482,240108
London & Capital Asset Management Ltd69.5%40.4%23.2%15.7%7.7%$9,666,15478
Monument Capital Management48.7%35.7%23.1%15.7%5.8%$3,366,764164
COTTONWOOD CAPITAL ADVISORS, LLC59.1%39.1%23.1%15.3%5.8%$2,008,897105
Talisman Wealth Advisors LLC57.3%37.8%23.1%15.9%7.3%$544,92580
Penn Mutual Asset Management, LLC63.1%39.4%23.1%15.1%6.3%$17,666,42069
Sandy Spring Bank46.0%33.6%23.1%16.1%6.3%$17,266,4631,184
Graham Capital Management, L.P.50.3%37.0%23.1%16.1%7.6%$1,187,701,895980
STONERIDGE INVESTMENT PARTNERS LLC52.0%35.0%23.1%17.0%7.0%$2,748,979100
Tredje AP-fonden43.6%32.1%23.1%16.7%6.9%$58,661,727536
Abbrea Capital, LLC52.3%34.8%23.1%16.0%6.3%$5,882,533225
Beaumont Financial Advisors, LLC54.1%35.6%23.1%17.0%7.5%$12,921,851323
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.