Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Prism Advisors, Inc. | 92.5% | 64.0% | 37.6% | 23.6% | 8.8% | $6,398,363 | 48 |
Mascoma Wealth Management LLC | 69.1% | 53.2% | 37.6% | 27.6% | 11.4% | $4,809,843 | 627 |
QUATTRO FINANCIAL ADVISORS LLC | 80.8% | 58.9% | 37.5% | 25.8% | 9.9% | $3,402,685 | 79 |
ATTICUS WEALTH MANAGEMENT, LLC | 63.4% | 49.7% | 37.4% | 31.1% | 16.9% | $2,791,532 | 534 |
Legend Financial Advisors, Inc. | 88.0% | 65.5% | 37.4% | 24.2% | 9.7% | $2,038,542 | 243 |
Wealth Alliance Advisory Group, LLC | 66.5% | 52.4% | 37.3% | 26.6% | 12.1% | $4,016,955 | 173 |
MOUNT VERNON ASSOCIATES INC /MD/ | 79.8% | 56.2% | 37.3% | 27.1% | 13.4% | $2,663,823 | 50 |
Dash Acquisitions Inc. | 90.8% | 61.4% | 37.3% | 24.3% | 9.3% | $1,307,032 | 40 |
Well Done, LLC | 64.8% | 51.3% | 37.3% | 28.6% | 12.0% | $5,860,225 | 182 |
WEST BANCORPORATION INC | 70.5% | 52.4% | 37.2% | 26.9% | 12.8% | $1,908,178 | 90 |
Round Rock Advisors, LLC | 67.6% | 53.9% | 37.2% | 26.1% | 11.3% | $3,074,764 | 153 |
Zenyatta Capital Management LP | 86.3% | 60.0% | 37.2% | 26.2% | 12.1% | $2,845,500 | 31 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68.1% | 52.6% | 37.1% | 28.8% | 17.8% | $125,144,182 | 316 |
Brand Asset Management Group, Inc. | 80.1% | 57.0% | 37.1% | 27.2% | 10.1% | $3,375,700 | 75 |
Selective Wealth Management, Inc. | 70.6% | 50.8% | 37.1% | 30.7% | 19.8% | $2,588,237 | 126 |
Abacus Planning Group, Inc. | 66.8% | 53.7% | 37.1% | 25.7% | 9.9% | $5,754,604 | 181 |
Silverleafe Capital Partners, LLC | 88.3% | 63.3% | 37.1% | 24.1% | 8.7% | $2,685,926 | 57 |
XXEC, Inc. | 91.9% | 61.5% | 37.0% | 24.1% | 9.5% | $1,731,880 | 26 |
RTD Financial Advisors, Inc. | 73.1% | 54.7% | 37.0% | 27.0% | 9.4% | $7,597,797 | 93 |
DOCK STREET ASSET MANAGEMENT INC | 80.4% | 55.9% | 37.0% | 26.4% | 12.6% | $3,496,914 | 53 |
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.