Filer statistics Q4 2022

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Prism Advisors, Inc.92.5%64.0%37.6%23.6%8.8%$6,398,36348
Mascoma Wealth Management LLC69.1%53.2%37.6%27.6%11.4%$4,809,843627
QUATTRO FINANCIAL ADVISORS LLC80.8%58.9%37.5%25.8%9.9%$3,402,68579
ATTICUS WEALTH MANAGEMENT, LLC63.4%49.7%37.4%31.1%16.9%$2,791,532534
Legend Financial Advisors, Inc.88.0%65.5%37.4%24.2%9.7%$2,038,542243
Wealth Alliance Advisory Group, LLC66.5%52.4%37.3%26.6%12.1%$4,016,955173
MOUNT VERNON ASSOCIATES INC /MD/79.8%56.2%37.3%27.1%13.4%$2,663,82350
Dash Acquisitions Inc.90.8%61.4%37.3%24.3%9.3%$1,307,03240
Well Done, LLC64.8%51.3%37.3%28.6%12.0%$5,860,225182
WEST BANCORPORATION INC70.5%52.4%37.2%26.9%12.8%$1,908,17890
Round Rock Advisors, LLC67.6%53.9%37.2%26.1%11.3%$3,074,764153
Zenyatta Capital Management LP86.3%60.0%37.2%26.2%12.1%$2,845,50031
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC68.1%52.6%37.1%28.8%17.8%$125,144,182316
Brand Asset Management Group, Inc.80.1%57.0%37.1%27.2%10.1%$3,375,70075
Selective Wealth Management, Inc.70.6%50.8%37.1%30.7%19.8%$2,588,237126
Abacus Planning Group, Inc.66.8%53.7%37.1%25.7%9.9%$5,754,604181
Silverleafe Capital Partners, LLC88.3%63.3%37.1%24.1%8.7%$2,685,92657
XXEC, Inc.91.9%61.5%37.0%24.1%9.5%$1,731,88026
RTD Financial Advisors, Inc.73.1%54.7%37.0%27.0%9.4%$7,597,79793
DOCK STREET ASSET MANAGEMENT INC80.4%55.9%37.0%26.4%12.6%$3,496,91453
Statistics for filers

This page shows you the Q4 2022 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.