| Weighting | |||||||
|---|---|---|---|---|---|---|---|
| Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
| J.Safra Asset Management Corp | 98.3% | 89.2% | 67.5% | 48.8% | 18.1% | $6,150,813 | 103 |
| BAKER BOYER NATIONAL BANK | 86.3% | 78.1% | 67.5% | 54.8% | 21.7% | $6,437,196 | 80 |
| Steward Financial Group LLC | 87.5% | 79.8% | 67.5% | 57.7% | 27.1% | $9,121,076 | 1,612 |
| Daniels&Tansey,LLP | 99.5% | 91.4% | 67.5% | 50.2% | 23.2% | $2,439,830 | 27 |
| HOME FEDERAL BANK OF TENNESSEE | 84.1% | 74.2% | 67.4% | 62.8% | 36.9% | $1,797,227 | 67 |
| Nan Fung Group Holdings Ltd | 94.7% | 82.0% | 67.4% | 53.9% | 30.9% | $9,544,533 | 39 |
| J Arnold Wealth Management Co | 98.9% | 90.6% | 67.4% | 50.4% | 24.7% | $3,508,020 | 28 |
| Ally Invest Advisors Inc. | 97.5% | 89.0% | 67.4% | 50.0% | 20.6% | $11,813,320 | 55 |
| FIFTHDELTA Ltd | 100.0% | 100.0% | 67.3% | 47.8% | 23.3% | $70,255,648 | 10 |
| BRANDYWINE MANAGERS, LLC | 89.1% | 76.4% | 67.3% | 62.3% | 35.3% | $1,422,770 | 38 |
| CLARIS ADVISORS, LLC / MO / | 93.9% | 84.3% | 67.3% | 52.6% | 27.1% | $5,567,773 | 48 |
| Rovida Advisors Inc. | 100.0% | 86.3% | 67.3% | 49.4% | 18.4% | $12,176,265 | 18 |
| BAYSHORE ASSET MANAGEMENT, LLC | 96.3% | 82.2% | 67.3% | 54.0% | 24.0% | $4,626,223 | 33 |
| Intelligent Financial Strategies | 90.7% | 79.8% | 67.2% | 58.0% | 40.4% | $1,080,931 | 89 |
| Plante Moran Financial Advisors, LLC | 87.1% | 80.8% | 67.2% | 56.2% | 39.9% | $6,501,979 | 781 |
| PACK Private Wealth, LLC | 96.3% | 88.4% | 67.2% | 49.3% | 20.6% | $1,845,677 | 37 |
| Morton Capital Management LLC/CA | 86.7% | 79.7% | 67.1% | 53.8% | 27.8% | $10,193,125 | 91 |
| Ion Asset Management Ltd. | 92.2% | 78.4% | 67.1% | 59.5% | 40.9% | $62,969,529 | 36 |
| Presidio Capital Management, LLC | 96.1% | 87.6% | 67.1% | 48.7% | 19.2% | $1,808,782 | 36 |
| Moss Adams Wealth Advisors LLC | 87.1% | 79.4% | 67.1% | 55.3% | 20.2% | $4,637,038 | 167 |
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.