Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Cahill Wealth Management, LLC | 90.5% | 78.7% | 64.5% | 54.1% | 40.5% | $1,770,564 | 47 |
CAPITAL PERFORMANCE ADVISORS LLP | 91.3% | 80.6% | 64.5% | 50.2% | 21.7% | $4,734,773 | 56 |
AJ Advisors, LLC | 96.6% | 91.8% | 64.5% | 46.6% | 24.2% | $1,041,712 | 35 |
HOEY INVESTMENTS, INC | 80.6% | 72.1% | 64.5% | 48.2% | 19.1% | $2,671,726 | 352 |
RR Advisors, LLC | 100.0% | 93.8% | 64.5% | 42.4% | 17.2% | $31,032,000 | 20 |
Global Frontier Investments LLC | 100.0% | 90.1% | 64.4% | 45.7% | 21.3% | $2,013,920 | 23 |
Orcam Financial Group | 93.1% | 78.7% | 64.4% | 55.8% | 37.6% | $2,269,194 | 36 |
Bandera Partners LLC | 100.0% | 88.8% | 64.4% | 45.5% | 17.7% | $18,917,422 | 18 |
Herr Investment Group LLC | 89.8% | 80.0% | 64.4% | 47.0% | 19.8% | $39,382,242 | 49 |
CLEAR STREET LLC | 86.1% | 76.0% | 64.3% | 50.2% | 22.5% | $75,077,704 | 1,120 |
O'Neil Global Advisors, Inc. | 88.3% | 79.6% | 64.3% | 51.2% | 29.6% | $859,208 | 52 |
Atlantic Private Wealth, LLC | 92.4% | 81.6% | 64.2% | 55.3% | 38.2% | $1,341,961 | 113 |
Stairway Partners, LLC | 100.0% | 91.2% | 64.2% | 43.5% | 18.2% | $10,368,404 | 15 |
Canton Hathaway, LLC | 81.7% | 72.1% | 64.2% | 59.8% | 48.5% | $4,777,576 | 226 |
GENDELL JEFFREY L | 87.9% | 77.5% | 64.2% | 56.0% | 42.7% | $64,511,104 | 75 |
Safeguard Financial, LLC | 87.0% | 77.5% | 64.1% | 55.4% | 25.9% | $2,095,403 | 72 |
PVG ASSET MANAGEMENT CORP | 98.8% | 80.9% | 64.1% | 47.6% | 18.9% | $595,920 | 25 |
Wealthstar Advisors, LLC | 81.8% | 73.2% | 64.1% | 49.4% | 21.5% | $4,368,920 | 114 |
TenCore Partners, LP | 100.0% | 93.2% | 64.1% | 45.5% | 19.4% | $2,005,149 | 16 |
Sunesis Advisors, LLC | 83.0% | 73.3% | 64.1% | 56.7% | 41.7% | $1,870,508 | 70 |
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.