Signals

← Signals

☆CGDV

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

Flow ranking

Rank#124
Score / z1.446 / 2.17
Consensus222.29 over 458 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,210.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 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 976.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 945.7 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 929.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 730.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 701.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 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 667.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 601.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 570.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 412.7 17.9% 2 -3.9 pp +17.9 pp +17.9 pp +17.9 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 397.6 6.6% 2 +3.7 pp +6.6 pp +6.6 pp +6.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 347.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 333.7 0.5% 3 +0.2 pp +0.0 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 328.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 231.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 228.1 11.2% 2 -0.1 pp +11.2 pp +11.2 pp +11.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 188.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 185.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 162.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 141.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 131.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 100.0 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 84.6 8.1% 2 -0.3 pp +8.1 pp +8.1 pp +8.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 84.4 10.8% 2 +0.1 pp +10.8 pp +10.8 pp +10.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 75.9 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 75.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 74.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 73.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 71.0 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 71.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 67.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 64.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 58.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 55.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 53.5 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 53.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 51.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 49.9 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 48.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 46.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 43.7 27.4% 2 -0.1 pp +27.4 pp +27.4 pp +27.4 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 43.1 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 42.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 42.1 2.2% 3 +0.4 pp +1.3 pp +2.2 pp +2.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 39.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 38.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 38.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 37.6 4.0% 2 -0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 37.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 35.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 35.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 34.2 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 32.6 1.9% 2 -0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 30.4 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 29.8 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 29.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 28.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 28.2 10.7% 2 -0.5 pp +10.7 pp +10.7 pp +10.7 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 27.1 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 27.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 26.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 26.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 26.7 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 26.5 9.0% 2 -0.1 pp +9.0 pp +9.0 pp +9.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 26.1 0.2% 4 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 25.9 10.0% 2 -1.3 pp +10.0 pp +10.0 pp +10.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 25.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 24.3 11.3% 2 +1.2 pp +11.3 pp +11.3 pp +11.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 24.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 23.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 22.2 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 22.0 6.6% 2 +0.7 pp +6.6 pp +6.6 pp +6.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 21.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 21.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 21.7 5.7% 2 +2.6 pp +5.7 pp +5.7 pp +5.7 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 21.7 11.1% 2 -0.2 pp +11.1 pp +11.1 pp +11.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 20.3 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 20.1 15.7% 2 +2.5 pp +15.7 pp +15.7 pp +15.7 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 20.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 19.9 2.8% 2 +0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 19.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 19.3 5.7% 3 +0.4 pp +0.6 pp +5.7 pp +5.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 18.9 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 18.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 18.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 18.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 18.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 17.7 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 17.7 12.0% 2 +1.1 pp +12.0 pp +12.0 pp +12.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 17.2 13.3% 2 +0.0 pp +13.3 pp +13.3 pp +13.3 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 17.1 8.0% 2 -4.1 pp +8.0 pp +8.0 pp +8.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 16.9 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 16.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 16.5 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 16.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 15.9 13.0% 3 +0.1 pp +0.2 pp +13.0 pp +13.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 15.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 15.8 5.8% 2 -0.9 pp +5.8 pp +5.8 pp +5.8 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 15.8 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 15.7 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 15.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 15.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 15.0 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 14.5 9.3% 3 +0.2 pp -1.3 pp +9.3 pp +9.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 14.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 14.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 13.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 13.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 13.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 12.3 5.6% 2 +0.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 12.1 8.7% 2 +0.1 pp +8.7 pp +8.7 pp +8.7 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 12.0 7.8% 2 -1.1 pp +7.8 pp +7.8 pp +7.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 11.9 1.3% 2 +0.5 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 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 11.6 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 11.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 11.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 11.0 6.6% 2 -0.8 pp +6.6 pp +6.6 pp +6.6 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 11.0 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 11.0 8.2% 2 -0.1 pp +8.2 pp +8.2 pp +8.2 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 10.6 4.1% 3 -0.0 pp +0.5 pp +4.1 pp +4.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 10.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 10.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 10.4 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 10.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 10.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 10.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 9.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 9.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 9.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 9.7 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 9.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 9.5 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 9.4 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 9.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gimbal Financial CIK 0001835206 0.000 54 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 1 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.1 0.0% 2 +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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 2 +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
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -7.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 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 CGDV). Qtrs Held counts distinct quarters this fund has actually held CGDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGDV position size. Δ columns are the percentage-point change in CGDV'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