Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Ferguson Shapiro LLC	98.6%	94.8%	83.9%	69.1%	34.1%	$3,475,627	30
St. Louis Financial Planners Asset Management, LLC	100.0%	93.0%	83.9%	78.7%	66.9%	$1,709,949	19
Wind River Trust Co	100.0%	100.0%	83.8%	61.5%	31.7%	$2,076,208	9
Palo Duro Investment Partners, LP	100.0%	99.4%	83.7%	52.7%	18.8%	$15,050,553	11
Hidden Lake Asset Management LP	100.0%	100.0%	83.7%	58.2%	24.5%	$2,930,021	8
CBIZ Investment Advisory Services, LLC	99.7%	96.3%	83.7%	59.0%	22.1%	$11,614,802	33
WALNUT PRIVATE EQUITY PARTNERS, LLC	100.0%	97.8%	83.7%	63.5%	28.9%	$4,453,624	17
Leverty Financial Group, LLC	98.5%	95.2%	83.6%	57.4%	19.5%	$2,596,798	30
Tiger Pacific Capital LP	100.0%	100.0%	83.6%	63.3%	29.4%	$32,798,526	10
MOULTON WEALTH MANAGEMENT, INC	100.0%	93.2%	83.6%	77.6%	29.1%	$1,267,771	18
Artemis Wealth Advisors, LLC	99.2%	93.9%	83.5%	73.9%	59.6%	$3,098,535	73
TFO Wealth Partners, LLC	95.9%	90.7%	83.5%	74.7%	44.4%	$11,311,732	1,104
Ibex Investors LLC	100.0%	96.3%	83.5%	71.0%	37.8%	$10,271,242	19
Schubert & Co	97.1%	90.6%	83.5%	79.4%	52.0%	$1,506,536	30
Evergreen Advisors, LLC	100.0%	98.7%	83.4%	64.5%	39.3%	$5,252,417	17
Alta Fundamental Advisers LLC	100.0%	95.0%	83.4%	64.3%	34.2%	$26,248,936	17
325 CAPITAL LLC	100.0%	100.0%	83.3%	58.9%	22.1%	$12,355,947	8
Alpha Square Group S LLC	100.0%	96.5%	83.3%	67.0%	37.9%	$15,874,024	21
CMC Financial Group	100.0%	95.6%	83.2%	61.3%	21.6%	$1,324,343	13
SC US (TTGP), LTD.	100.0%	97.6%	83.2%	59.3%	24.1%	$450,298,564	23

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