Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Rockwood Wealth Management, LLC95.5%85.1%70.1%61.2%38.3%$16,265,12268
Requisite Capital Management, LLC93.9%88.7%70.1%52.2%29.1%$10,478,43881
McCarthy Grittinger Financial Group, LLC99.0%94.5%70.1%48.0%24.7%$3,344,40463
CINCINNATI INDEMNITY CO100.0%95.6%70.0%51.6%30.1%$280,93112
Pennant Investors, LP100.0%99.8%70.0%48.4%17.7%$11,238,62613
Sessa Capital IM, L.P.99.1%88.0%70.0%57.0%39.1%$107,266,29028
Autonomy Capital (Jersey) L.P.100.0%99.4%70.0%49.5%19.8%$6,900,83112
CJM Wealth Advisers, Ltd.92.0%82.8%69.9%54.8%30.5%$1,111,96354
Atalan Capital Partners, LP100.0%99.6%69.9%46.7%20.0%$14,167,68011
HARBOURVEST PARTNERS LLC90.9%81.2%69.9%50.1%21.8%$22,482,96058
BARINGTON CAPITAL GROUP, L.P.100.0%97.5%69.9%46.2%16.4%$4,492,64614
Pariax, LLC100.0%96.2%69.8%47.2%18.3%$554,03313
THUNDERBIRD PARTNERS LLP100.0%97.7%69.8%50.5%25.2%$14,939,72212
SailingStone Capital Partners LLC100.0%95.9%69.7%52.4%20.6%$23,100,91212
UDINE WEALTH MANAGEMENT, INC.100.0%91.3%69.7%48.4%20.2%$1,094,80215
MTC Wealth Management LLC100.0%95.8%69.6%48.4%22.3%$2,031,41113
Second Half Financial Partners, LLC96.2%82.9%69.6%62.0%50.3%$2,555,69042
RAYMOND JAMES TRUST CO. OF NH100.0%88.8%69.6%58.0%30.2%$61,05814
Meredith Wealth Planning93.7%84.6%69.6%55.3%29.6%$2,431,28742
Rede Wealth, LLC86.5%77.3%69.6%64.9%57.6%$987,92481
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.