Signals

← Signals

☆CGCP

277 in-universe funds with a nonzero position in CGCP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#203
Score / z1.007 / 1.51
Consensus110.88 over 208 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 0.968 446 751.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 430.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 365.8 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 296.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 205.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 132.0 16.9% 2 -0.5 pp +16.9 pp +16.9 pp +16.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 131.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 122.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 119.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 96.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 94.7 9.1% 2 -0.9 pp +9.1 pp +9.1 pp +9.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 74.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 66.9 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 55.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 54.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 51.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 51.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 47.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 42.9 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 37.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 36.6 10.8% 3 +0.2 pp -1.2 pp +10.8 pp +10.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 33.2 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 33.1 9.1% 2 +0.9 pp +9.1 pp +9.1 pp +9.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 31.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 30.3 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 27.7 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 25.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 25.6 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 23.4 8.3% 2 -0.3 pp +8.3 pp +8.3 pp +8.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 19.9 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 19.1 9.8% 2 -0.4 pp +9.8 pp +9.8 pp +9.8 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 18.8 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 18.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 17.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 17.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 16.9 17.5% 2 +0.0 pp +17.5 pp +17.5 pp +17.5 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 15.5 5.8% 2 -0.3 pp +5.8 pp +5.8 pp +5.8 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 14.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 14.0 7.3% 2 -0.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 13.7 8.7% 2 +0.1 pp +8.7 pp +8.7 pp +8.7 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 13.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 12.9 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 12.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 12.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 11.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 10.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 10.9 3.2% 2 +0.7 pp +3.2 pp +3.2 pp +3.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 10.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 8.8 3.4% 3 -0.1 pp -0.3 pp +3.4 pp +3.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 8.7 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 8.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.3 0.0% 2 -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 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 6.7 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 6.2 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 6.2 4.0% 3 -0.2 pp -0.4 pp +4.0 pp +4.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 5.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 5.6 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 5.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 5.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 5.5 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 5.5 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.3 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 5.2 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 5.2 1.6% 2 -5.1 pp +1.6 pp +1.6 pp +1.6 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 4.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 4.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.2 3.4% 3 -1.2 pp -1.2 pp +3.4 pp +3.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 2.8 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 2.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 2.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLG LLC CIK 0002059872 0.428 156 2.6 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.6 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 2.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 1.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CVFG LLC CIK 0002050974 0.313 250 1.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.8 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 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 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Carson Advisory Inc. CIK 0001909304 0.259 204 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CIM, LLC CIK 0001364725 0.348 169 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 2 -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 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -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
☆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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -1.6 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 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
☆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
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 CGCP). Qtrs Held counts distinct quarters this fund has actually held CGCP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGCP position size. Δ columns are the percentage-point change in CGCP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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