Signals

← Signals

☆CGCB

279 in-universe funds with a nonzero position in CGCB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#580
Score / z0.302 / 0.25
Consensus112.64 over 213 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-88% / 1.0d

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.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Capital International Investors CIK 0001562230 0.968 446 784.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 746.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 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 237.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 180.7 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 114.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 104.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 103.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 95.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 76.1 0.8% 4 +0.7 pp +0.7 pp +0.7 pp +0.8 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 65.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 57.4 7.1% 4 +0.4 pp +7.1 pp +7.1 pp +7.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 55.3 0.4% 4 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 54.1 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 44.3 9.8% 3 -0.2 pp -1.0 pp +9.8 pp +9.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 41.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 39.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 30.5 2.2% 1 +2.2 pp +0.9 pp +1.0 pp +2.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 29.1 2.8% 4 +0.1 pp +0.2 pp +0.4 pp +2.8 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 25.4 5.2% 4 +0.4 pp +0.4 pp +0.4 pp +5.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 25.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 24.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 23.7 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 21.7 13.4% 4 +1.2 pp +2.5 pp +2.7 pp +13.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 19.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 19.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 18.4 2.4% 4 +0.5 pp +0.5 pp +0.5 pp +2.4 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 18.2 2.4% 4 -0.0 pp -0.0 pp -0.8 pp +2.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 17.8 0.9% 4 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 17.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 16.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 15.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 14.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 13.9 4.6% 5 +0.6 pp +0.7 pp +0.6 pp +0.3 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 13.2 5.8% 2 +1.6 pp +5.8 pp +5.8 pp +5.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 12.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 10.4 0.8% 4 -0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 10.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.1 0.3% 4 +0.0 pp -0.2 pp -0.3 pp +0.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 8.9 2.3% 4 +0.6 pp +0.9 pp +1.1 pp +2.3 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 8.8 1.9% 2 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 7.5 1.0% 4 -1.1 pp -0.2 pp +1.0 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 7.2 1.4% 4 +0.2 pp +1.0 pp +1.1 pp +1.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 7.0 2.5% 4 +0.1 pp +0.0 pp -0.1 pp +2.5 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 6.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 6.9 4.7% 4 -0.1 pp +0.1 pp +0.0 pp +4.7 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 6.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 6.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.6 1.0% 4 +0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 5.9 1.9% 4 +0.2 pp +1.1 pp +1.8 pp +1.9 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 5.9 2.9% 4 -0.0 pp -0.0 pp +0.0 pp +2.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 5.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 5.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.0 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 4.6 3.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.9 1.1% 4 +0.1 pp +0.1 pp -0.3 pp +1.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 3.8 0.1% 4 -0.0 pp -7.6 pp -13.6 pp +0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 3.6 2.0% 4 +0.4 pp +0.7 pp +0.5 pp +2.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 3.4 2.0% 4 -0.0 pp +0.5 pp +0.5 pp +2.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 3.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.3 1.9% 4 +1.5 pp +1.5 pp +1.7 pp +1.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.5 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.4 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 2.4 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 2.4 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.3 0.1% 6 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 2.3 1.2% 3 +0.6 pp +1.1 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 2.3 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.9 0.5% 4 -0.0 pp +0.3 pp +0.2 pp +0.5 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.8 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.8 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.8 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.7 0.3% 4 -0.1 pp -2.9 pp -3.0 pp +0.3 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.4 0.2% 4 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 1.2 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 0.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 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 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.7 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.5 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.4 0.1% 4 -0.1 pp -0.4 pp -1.2 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.4 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.3 0.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -2.9 pp -2.9 pp -3.9 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
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -1.1 pp -0.7 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp -3.8 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.0 0.0% 0 -0.1 pp -0.1 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 -0.1 pp -0.1 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -1.5 pp -1.6 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CGCB). Qtrs Held counts distinct quarters this fund has actually held CGCB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGCB position size. Δ columns are the percentage-point change in CGCB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status