☆BSCX
Flow ranking
Rank#2992
Score / z0.000 / -0.02
Consensus55.80 over 93 funds
Momentumnot computed
Price & positioning
227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
Forensics
No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.
Insider
No Form 4 activity on file for this ticker.
8-K events
No 8-K activity on file for this ticker.
Ownership
No ownership or capital-structure filings on file for this ticker.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.793 | 1746 | 148.1 | 1.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +1.2 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 68.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 56.3 | 0.5% | 3 | -0.1 pp | +0.2 pp | +0.5 pp | +0.5 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 52.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 42.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 | 0.985 | 8402 | 40.3 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Invesco Ltd. (IVZ) CIK 0000914208 | 0.816 | 3812 | 18.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 17.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Motley Fool Wealth Management, LLC CIK 0001607978 | 0.000 | 19 | 11.5 | 1.3% | 4 | +0.2 pp | +0.5 pp | +0.5 pp | +1.3 pp |
| ☆Baird Financial Group, Inc. CIK 0001648711 | 0.921 | 1924 | 11.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COOKSON PEIRCE & CO INC CIK 0001141455 | 0.529 | 317 | 10.5 | 0.4% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.4 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 10.3 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parkway Wealth Management Group, LLC CIK 0002065679 | 0.348 | 147 | 10.1 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆BCS Wealth Management CIK 0001798172 | 0.420 | 270 | 9.2 | 1.9% | 4 | -0.0 pp | -0.2 pp | -0.1 pp | +1.9 pp |
| ☆Clark Asset Management, LLC CIK 0002062026 | 0.808 | 294 | 8.9 | 0.8% | 6 | +0.1 pp | +0.1 pp | +0.3 pp | +0.2 pp |
| ☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 | 0.982 | 5665 | 8.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 8.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 7.1 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 | 0.617 | 1799 | 6.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 5.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Asset Dedication, LLC CIK 0001475896 | 0.787 | 1242 | 5.7 | 0.4% | 4 | +0.1 pp | +0.2 pp | +0.2 pp | +0.4 pp |
| ☆Addison Advisors LLC CIK 0001843745 | 0.131 | 707 | 5.6 | 1.2% | 4 | +0.0 pp | +0.1 pp | +0.1 pp | +1.2 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 4.5 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆NorthAvenue LLC CIK 0002123735 | 0.695 | 314 | 4.4 | 3.5% | 1 | +3.5 pp | +3.5 pp | +3.5 pp | +3.5 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 4.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 | 0.752 | 122 | 4.3 | 0.6% | 4 | -0.0 pp | +0.1 pp | +0.0 pp | +0.6 pp |
| ☆STEPHENS INC /AR/ CIK 0000757657 | 0.689 | 1332 | 4.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Ledgewood Wealth Advisors, LLC CIK 0002064043 | 0.473 | 77 | 4.1 | 2.3% | 6 | +0.1 pp | +0.2 pp | +0.2 pp | +0.3 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 4.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lido Advisors, LLC CIK 0001650150 | 0.880 | 1849 | 3.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 3.3 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 | 0.169 | 108 | 3.2 | 2.6% | 2 | +0.5 pp | +2.6 pp | +2.6 pp | +2.6 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 2.8 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 2.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 2.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Infinity Wealth Counsel, LLC CIK 0002066524 | 0.292 | 65 | 2.6 | 2.4% | 3 | +0.0 pp | +1.6 pp | +2.4 pp | +2.4 pp |
| ☆Carroll Advisory Group, LLC CIK 0002108684 | 0.607 | 73 | 2.4 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 | 0.534 | 210 | 2.3 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 2.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Avior Wealth Management, LLC CIK 0001599868 | 0.477 | 787 | 2.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 2.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HUB Investment Partners, LLC CIK 0001841815 | 0.639 | 1223 | 2.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Farnam Financial LLC CIK 0002080267 | 0.372 | 53 | 2.0 | 1.6% | 6 | +0.3 pp | +0.3 pp | +0.3 pp | +0.4 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 2.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AA Financial Advisors, LLC CIK 0002016899 | 0.439 | 230 | 2.0 | 0.3% | 2 | -0.2 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Ellevest, Inc. CIK 0001644128 | 0.537 | 469 | 1.9 | 0.3% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.3 pp |
| ☆River Wealth Advisors LLC CIK 0001642570 | 0.501 | 217 | 1.8 | 0.2% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.2 pp |
| ☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 | 0.316 | 193 | 1.6 | 0.2% | 4 | +0.0 pp | +0.1 pp | +0.1 pp | +0.2 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 1.6 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Opulen Financial Group LLC CIK 0002055099 | 0.387 | 116 | 1.5 | 1.1% | 4 | -0.0 pp | -0.0 pp | +0.2 pp | +1.1 pp |
| ☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 | 0.193 | 99 | 1.4 | 0.4% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.4 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 1.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 | 0.862 | 70 | 1.3 | 0.3% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.3 pp |
| ☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 0.633 | 1814 | 1.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Independence Bank of Kentucky CIK 0001730479 | 0.508 | 589 | 1.2 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆DAVIS R M INC CIK 0000891287 | 0.824 | 280 | 1.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 | 0.813 | 229 | 1.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆HUNTINGTON NATIONAL BANK CIK 0000049205 | 0.827 | 4753 | 1.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Golden Reserve Retirement LLC CIK 0002066488 | 0.825 | 112 | 1.1 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Ark Wealth Advisors LLC CIK 0002110109 | 0.107 | 87 | 1.0 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆MONECO ADVISORS, LLC CIK 0001765690 | 0.360 | 595 | 1.0 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 1.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wilkins Miller Wealth Management, LLC CIK 0002057318 | 0.363 | 95 | 0.9 | 0.6% | 4 | +0.0 pp | +0.1 pp | +0.3 pp | +0.6 pp |
| ☆Tower Research Capital LLC (TRC) CIK 0001533421 | 0.051 | 5180 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 0.7 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 | 0.903 | 3702 | 0.7 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.6 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆DOVER ADVISORS, LLC CIK 0001964541 | 0.205 | 153 | 0.6 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Independent Advisor Alliance CIK 0001696899 | 0.044 | 1054 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 | 0.800 | 218 | 0.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Quartz Partners, LLC CIK 0001659978 | 0.119 | 191 | 0.4 | 0.2% | 4 | +0.0 pp | -0.0 pp | -0.1 pp | +0.2 pp |
| ☆Hobbs Group Advisors, LLC CIK 0002012280 | 0.480 | 164 | 0.4 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Allen Capital Group, LLC CIK 0001601384 | 0.535 | 316 | 0.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Waverly Advisors, LLC CIK 0001568787 | 0.673 | 1737 | 0.4 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Redmond Asset Management, LLC CIK 0001567890 | 0.222 | 199 | 0.4 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Heritage Trust Co CIK 0001706028 | 0.448 | 313 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Legacy Wealth Partners, LLC CIK 0002066638 | 0.314 | 189 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆YANKCOM Partnership CIK 0002036975 | 0.405 | 308 | 0.3 | 0.1% | 4 | -0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Coordinated Financial Services, Inc. CIK 0002055532 | 0.207 | 175 | 0.3 | 0.2% | 3 | -0.0 pp | -0.0 pp | +0.2 pp | +0.2 pp |
| ☆First Command Advisory Services, Inc. CIK 0001727336 | 0.987 | 1247 | 0.3 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Capital Investment Advisors, LLC CIK 0001582732 | 0.749 | 786 | 0.3 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ETF Store, Inc. CIK 0001911470 | 0.237 | 114 | 0.3 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆Ancora Advisors LLC CIK 0001446114 | 0.489 | 2040 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aureum Wealth Management, LLC CIK 0002093444 | 0.383 | 62 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆VestGen Advisors, LLC CIK 0002050130 | 0.463 | 1075 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ascentis Independent Advisors CIK 0001845003 | 0.000 | 355 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Oliver Luxxe Assets LLC CIK 0001666239 | 0.165 | 194 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Trust, LLC CIK 0001708001 | 0.631 | 970 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Redwood Financial Network Corp CIK 0001927724 | 0.154 | 192 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 | 0.946 | 4139 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Marquette Asset Management, LLC CIK 0001395067 | 0.885 | 830 | 0.1 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆MONTAG A & ASSOCIATES INC CIK 0000829407 | 0.583 | 954 | 0.1 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 0.412 | 2359 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.1 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Carolina Wealth Advisors, LLC CIK 0001786411 | 0.269 | 278 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -2.8 pp | +0.0 pp |
| ☆Davis Capital Management CIK 0001811806 | 0.306 | 1270 | 0.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Community Bank, N.A. CIK 0001632187 | 0.503 | 530 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Noble Wealth Management PBC CIK 0002055065 | 0.125 | 771 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Smithfield Trust Co CIK 0001019754 | 0.755 | 1080 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Keating Financial Advisory Services, Inc. CIK 0002103443 | 0.490 | 2608 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD ADVISERS INC CIK 0000947529 | 0.995 | 715 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Key FInancial Inc CIK 0001801720 | 0.372 | 1356 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Golden State Wealth Management, LLC CIK 0001776033 | 0.339 | 1620 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Diversified Portfolios, Inc. CIK 0001634212 | 0.715 | 201 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kaye Capital Management CIK 0001111797 | 0.596 | 41 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -2.4 pp | +0.0 pp |
| ☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 | 0.871 | 2359 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Exchange Capital Management, Inc. CIK 0001317733 | 0.371 | 206 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.5 pp | +0.0 pp |
| ☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 | 0.346 | 50 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 pp | +0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆LeClair Wealth Partners LLC CIK 0002056667 | 0.000 | 132 | 0.0 | 0.0% | 0 | -1.4 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sterling Financial Group, Inc. CIK 0001991301 | 0.607 | 73 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | -0.2 pp | +0.0 pp |
| ☆Larson Financial Group LLC CIK 0001731061 | 0.550 | 3722 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ORG Partners LLC CIK 0001979372 | 0.288 | 1708 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆TLWM CIK 0001732537 | 0.888 | 73 | 0.0 | 0.0% | 0 | +0.0 pp | -0.3 pp | -0.3 pp | +0.0 pp |
| ☆COMERICA BANK CIK 0000901541 | 0.812 | 3711 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆GTS SECURITIES LLC CIK 0001452765 | 0.104 | 1323 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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