Filer statistics Q3 2023

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Timelo Investment Management Inc.	100.0%	89.5%	72.5%	62.5%	40.0%	$2,456,440	19
Reitz Capital Advisors LLC	95.5%	86.5%	72.4%	57.0%	24.6%	$1,175,247	49
Greenbrier Partners Capital Management, LLC	100.0%	94.5%	72.4%	56.3%	28.0%	$5,695,113	13
ROCKY MOUNTAIN ADVISERS, LLC	88.4%	80.4%	72.4%	65.5%	54.8%	$5,566,454	292
Tanglewood Wealth Management, Inc.	99.8%	89.6%	72.4%	62.9%	33.6%	$6,706,030	23
JOHNSON & JOHNSON	100.0%	90.6%	72.3%	54.7%	20.2%	$35,543,266	24
Hardy Reed LLC	90.6%	83.1%	72.3%	59.9%	28.1%	$5,760,005	104
MILESTONE ASSET MANAGEMENT, LLC	91.5%	85.2%	72.2%	56.4%	33.2%	$9,683,518	84
Triple Frond Partners	100.0%	100.0%	72.1%	48.9%	21.3%	$3,540,460	10
Pershing Square Capital Management	100.0%	100.0%	72.1%	46.2%	16.6%	$87,308,321	8
TLS Advisors LLC	100.0%	96.6%	72.1%	58.0%	24.7%	$2,144,970	15
Calixto Global Investors, LP	100.0%	100.0%	72.0%	47.1%	18.9%	$1,780,076	8
Valliance Asset Management Ltd	100.0%	94.8%	72.0%	56.9%	34.3%	$12,578,040	14
AGILIS PARTNERS LLC	98.9%	88.1%	71.9%	56.3%	31.1%	$3,812,111	23
Altus Wealth Management, LLC	96.5%	90.6%	71.9%	53.1%	22.4%	$1,038,119	36
Crestmont Private Wealth LLC	95.2%	92.4%	71.8%	57.8%	27.5%	$1,634,193	47
Anatole Investment Management Ltd	100.0%	100.0%	71.8%	50.2%	21.8%	$7,326,174	10
Geller Advisors LLC	84.1%	78.7%	71.8%	59.6%	35.7%	$6,656,636	246
Valence8 US LP	100.0%	91.4%	71.7%	50.5%	21.2%	$2,278,422	13
Ground Swell Capital, LLC	85.4%	77.8%	71.6%	67.2%	61.4%	$1,385,657	76

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