Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Cahill Wealth Management, LLC90.5%78.7%64.5%54.1%40.5%$1,770,56447
CAPITAL PERFORMANCE ADVISORS LLP91.3%80.6%64.5%50.2%21.7%$4,734,77356
AJ Advisors, LLC96.6%91.8%64.5%46.6%24.2%$1,041,71235
HOEY INVESTMENTS, INC80.6%72.1%64.5%48.2%19.1%$2,671,726352
RR Advisors, LLC100.0%93.8%64.5%42.4%17.2%$31,032,00020
Global Frontier Investments LLC100.0%90.1%64.4%45.7%21.3%$2,013,92023
Orcam Financial Group93.1%78.7%64.4%55.8%37.6%$2,269,19436
Bandera Partners LLC100.0%88.8%64.4%45.5%17.7%$18,917,42218
Herr Investment Group LLC89.8%80.0%64.4%47.0%19.8%$39,382,24249
CLEAR STREET LLC86.1%76.0%64.3%50.2%22.5%$75,077,7041,120
O'Neil Global Advisors, Inc.88.3%79.6%64.3%51.2%29.6%$859,20852
Atlantic Private Wealth, LLC92.4%81.6%64.2%55.3%38.2%$1,341,961113
Stairway Partners, LLC100.0%91.2%64.2%43.5%18.2%$10,368,40415
Canton Hathaway, LLC81.7%72.1%64.2%59.8%48.5%$4,777,576226
GENDELL JEFFREY L87.9%77.5%64.2%56.0%42.7%$64,511,10475
Safeguard Financial, LLC87.0%77.5%64.1%55.4%25.9%$2,095,40372
PVG ASSET MANAGEMENT CORP98.8%80.9%64.1%47.6%18.9%$595,92025
Wealthstar Advisors, LLC81.8%73.2%64.1%49.4%21.5%$4,368,920114
TenCore Partners, LP100.0%93.2%64.1%45.5%19.4%$2,005,14916
Sunesis Advisors, LLC83.0%73.3%64.1%56.7%41.7%$1,870,50870
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.