Filer statistics Q2 2024

	Weighting
Filer	Top 20	Top 10	Top 5	Top 3	Top 1	Value	Holdings
Affiance Financial, LLC	81.1%	68.6%	55.1%	45.1%	20.4%	$3,417,195	97
CCG WEALTH MANAGEMENT, LLC	83.7%	69.6%	55.1%	42.1%	23.8%	$2,744,807	70
Tiller Private Wealth, Inc.	95.3%	83.4%	55.1%	39.1%	15.2%	$2,781,505	50
MCMORGAN & CO LLC	87.2%	74.1%	55.0%	43.5%	20.7%	$11,173,921	56
Avondale Wealth Management	88.3%	74.9%	55.0%	41.4%	21.4%	$2,032,887	120
INSTRUMENTAL WEALTH, LLC	92.5%	79.0%	55.0%	36.6%	12.5%	$2,026,587	45
PL Capital Advisors, LLC	96.1%	76.9%	55.0%	38.6%	17.1%	$14,576,977	28
HILLTOP WEALTH ADVISORS, LLC	90.5%	76.2%	55.0%	37.5%	15.9%	$2,326,048	52
FISHMAN JAY A LTD/MI	89.4%	72.5%	55.0%	41.6%	24.2%	$8,718,700	86
Fairman Group, LLC	79.1%	67.9%	55.0%	45.0%	25.8%	$2,125,121	403
Squire Investment Management Company, LLC	87.9%	74.8%	54.9%	38.8%	16.2%	$4,184,440	55
AFS Financial Group, LLC	100.0%	75.6%	54.9%	39.4%	18.0%	$105,107	18
Elliott Investment Management L.P.	88.0%	73.6%	54.9%	39.9%	16.3%	$678,686,749	54
Prentice Capital Management, LP	99.9%	82.3%	54.9%	37.9%	14.7%	$7,016,912	22
GGM Financials LLC	86.4%	75.5%	54.9%	37.2%	14.5%	$1,528,747	52
Peirce Capital Management, LLC	96.8%	81.7%	54.9%	40.0%	16.9%	$5,336,671	37
Hilltop Partners LLC	79.0%	67.2%	54.8%	43.6%	26.8%	$5,504,679	98
VERITY Wealth Advisors	76.7%	65.7%	54.8%	49.0%	26.7%	$1,399,284	74
Hyperion Asset Management Ltd	99.9%	81.2%	54.8%	37.5%	15.1%	$13,712,482	22
Baupost Group	97.6%	76.6%	54.8%	41.4%	20.8%	$257,755,379	24

This page shows you the Q2 2024 statistics for the filers.