Signals

← Signals

☆CGDV

870 in-universe funds with a nonzero position in CGDV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#126
Score / z1.747 / 2.09
Consensus298.91 over 589 funds
Momentum-0.12 ≠

Price & positioning

248 cached closes, trailing year
Drawdown0%
Short interest+27% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 3,995.2 0.9% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 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 1,383.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,369.6 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 1,131.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,095.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,075.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,063.9 0.6% 1 +0.6 pp +0.6 pp +0.1 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 907.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 900.6 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 796.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 673.6 0.8% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 623.8 8.8% 5 +0.5 pp +1.7 pp +2.1 pp +5.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 569.0 0.7% 6 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 525.2 17.0% 5 +0.5 pp -1.6 pp -0.9 pp -4.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 485.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 395.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 343.0 9.8% 5 -0.2 pp -0.7 pp -1.4 pp -1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 342.7 1.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 321.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 288.7 1.3% 5 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 280.2 24.1% 5 -0.2 pp +16.4 pp +16.1 pp +12.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 250.3 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 217.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 183.9 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 141.9 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 124.7 2.4% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 119.7 4.1% 5 +0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 111.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 105.5 11.8% 5 +0.6 pp +0.6 pp +1.0 pp +1.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 104.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 99.7 0.5% 5 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 98.7 0.1% 5 +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 95.7 0.1% 5 +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 93.4 0.6% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 87.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 85.2 0.9% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 78.5 7.0% 1 +7.0 pp +7.0 pp -1.1 pp -1.5 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 72.1 14.1% 5 +0.2 pp +0.2 pp +9.5 pp +9.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 70.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 68.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 67.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 66.3 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 63.2 3.6% 5 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 62.1 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 61.0 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 60.2 0.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 56.2 4.2% 4 -2.1 pp -2.0 pp -3.0 pp +4.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 55.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 55.1 1.8% 6 +0.1 pp -0.3 pp -0.4 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 54.3 6.0% 5 +0.4 pp +0.5 pp +0.9 pp +0.6 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 54.2 12.2% 4 +1.0 pp +1.1 pp +10.1 pp +12.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 53.8 1.1% 5 +0.4 pp +0.7 pp +0.8 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 53.5 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 52.1 27.9% 5 -0.3 pp -0.1 pp +0.5 pp +0.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 51.2 2.2% 5 +0.2 pp +0.5 pp +0.3 pp -0.6 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 51.0 5.1% 5 +0.2 pp -1.5 pp -1.2 pp -1.4 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 50.3 12.6% 3 -3.0 pp -3.9 pp +12.6 pp +12.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 47.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 47.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 46.0 3.7% 5 -0.2 pp -0.4 pp -0.3 pp -0.8 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 45.7 1.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 45.6 5.5% 5 +0.7 pp -0.6 pp -0.5 pp -0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 44.7 1.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 41.6 1.6% 5 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 40.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 39.7 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 39.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 38.4 0.6% 1 +0.6 pp -0.0 pp -0.1 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 37.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 35.5 0.6% 1 +0.6 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 35.5 10.1% 5 +0.4 pp +0.3 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 34.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 34.0 2.1% 4 +0.1 pp +0.3 pp +0.3 pp +2.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 33.8 0.6% 7 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 33.7 15.0% 2 -0.9 pp +15.0 pp +15.0 pp +15.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 33.6 7.5% 4 +0.5 pp +5.8 pp +6.3 pp +7.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 32.9 3.0% 5 +0.1 pp +0.3 pp +0.9 pp +1.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 32.8 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 32.1 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.8 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 31.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 31.6 12.3% 5 +0.3 pp +0.2 pp +0.9 pp +2.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 31.1 0.9% 4 -0.3 pp -0.1 pp +0.9 pp +0.9 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 31.1 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 31.0 1.5% 5 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 30.6 9.5% 5 +0.3 pp +0.3 pp +0.5 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 30.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.5 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 30.1 5.7% 5 +4.9 pp +5.0 pp +5.0 pp +5.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 29.8 8.8% 5 -0.9 pp -2.2 pp -2.0 pp -2.5 pp
☆KWB Wealth CIK 0001822236 0.452 169 28.6 2.4% 5 +0.3 pp +0.4 pp +1.1 pp +1.6 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 28.5 2.8% 5 +0.1 pp +1.4 pp +0.4 pp +0.5 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 28.2 5.7% 5 +0.0 pp -0.3 pp +0.0 pp +2.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 28.1 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 28.1 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 26.6 3.2% 5 +0.3 pp +0.1 pp -0.1 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 26.4 2.5% 5 +0.1 pp -0.1 pp +1.4 pp +2.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 26.1 1.9% 5 +0.2 pp +1.6 pp +1.7 pp +1.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 25.6 1.2% 5 -0.2 pp -0.5 pp -0.6 pp -0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 25.6 0.5% 5 +0.0 pp -0.4 pp -0.3 pp -0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 25.0 11.5% 5 +0.7 pp +3.2 pp +0.3 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 25.0 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 24.8 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 24.8 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 24.7 5.8% 6 +0.2 pp -0.1 pp +0.1 pp +0.5 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 24.6 6.5% 5 +0.8 pp +2.1 pp +3.6 pp +5.3 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 23.5 2.7% 2 +2.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 23.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 23.2 13.8% 2 +0.5 pp +13.8 pp +13.8 pp +13.8 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 23.1 17.0% 5 +0.9 pp +0.8 pp +1.3 pp +3.8 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 23.1 7.7% 4 -0.5 pp -0.1 pp +0.1 pp +7.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 22.9 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 22.7 1.5% 5 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 22.5 0.6% 6 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 22.5 4.3% 3 +2.4 pp +4.2 pp +4.3 pp +4.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.4 0.3% 6 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 22.1 15.3% 2 -0.2 pp +15.3 pp +15.3 pp +15.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 22.0 4.3% 5 +0.2 pp +0.1 pp +0.4 pp +0.3 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 22.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 21.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 21.3 13.8% 5 +1.4 pp +1.1 pp +0.5 pp +0.5 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 21.1 17.0% 2 -0.4 pp +17.0 pp +17.0 pp +17.0 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 21.1 12.7% 5 -0.0 pp +0.3 pp +0.7 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 20.8 9.0% 2 -0.3 pp +9.0 pp +9.0 pp +9.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 20.2 9.1% 2 +0.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Carter Financial, LLC CIK 0002115533 0.799 33 20.2 15.1% 2 +0.5 pp +15.1 pp +15.1 pp +15.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 20.1 7.9% 5 -0.2 pp +0.2 pp +1.3 pp +2.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 19.6 1.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 19.6 1.9% 5 -0.2 pp -0.3 pp -0.6 pp -0.8 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 19.4 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 19.2 13.5% 6 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 18.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 18.0 6.8% 3 +0.4 pp +0.9 pp +6.8 pp +6.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 17.8 4.8% 5 +0.4 pp -0.5 pp -0.5 pp -0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 17.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 17.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 17.3 0.5% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 17.0 2.2% 4 +0.1 pp +0.0 pp +0.6 pp +2.2 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 17.0 8.8% 5 +0.5 pp +0.5 pp +0.9 pp -0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 16.7 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 16.7 4.9% 6 +0.4 pp +0.5 pp +0.8 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 16.6 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 16.5 5.9% 5 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 16.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 16.1 14.2% 2 -0.6 pp +14.2 pp +14.2 pp +14.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 16.1 1.3% 5 +0.5 pp +0.3 pp +0.4 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 16.0 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 16.0 4.4% 5 -0.5 pp -0.5 pp -1.4 pp -2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.8 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 15.7 3.9% 5 -1.5 pp -5.3 pp -6.0 pp -7.4 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 15.5 9.0% 6 +0.2 pp +0.1 pp -0.3 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 15.5 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 15.5 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 14.8 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 14.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 14.6 10.4% 2 +0.5 pp +10.4 pp +10.4 pp +10.4 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 14.6 1.7% 5 +0.2 pp +0.3 pp +0.5 pp +1.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 14.5 4.6% 5 +0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 14.5 4.8% 4 -0.3 pp -0.2 pp +0.7 pp +4.8 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 14.4 3.3% 5 -0.1 pp -0.3 pp -0.1 pp -0.3 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 14.3 8.7% 2 +0.3 pp +8.7 pp +8.7 pp +8.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 14.3 8.6% 2 +1.0 pp +8.6 pp +8.6 pp +8.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 14.2 0.9% 5 +0.0 pp +0.1 pp +0.3 pp +0.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 14.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 13.9 7.7% 5 +0.3 pp +0.4 pp +0.7 pp +0.9 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 13.9 9.2% 5 +0.0 pp +0.4 pp +0.5 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 13.8 0.5% 6 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 13.7 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keenan, LLC CIK 0002111703 0.676 45 13.7 9.7% 2 +0.6 pp +9.7 pp +9.7 pp +9.7 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 13.7 6.5% 1 +6.5 pp +0.4 pp +6.5 pp +6.5 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 13.4 8.5% 5 +0.7 pp +0.6 pp +0.3 pp +0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 13.3 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 13.2 0.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 13.2 0.4% 5 +0.3 pp +0.2 pp +0.4 pp +0.3 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 13.1 5.2% 5 -0.2 pp -0.7 pp -0.4 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 12.9 8.0% 2 -0.6 pp +8.0 pp +8.0 pp +8.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 12.6 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 12.5 5.5% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 12.5 2.4% 5 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 12.4 7.8% 5 +1.2 pp +1.1 pp +1.2 pp +0.3 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 12.3 4.0% 4 +0.5 pp +1.0 pp +2.0 pp +4.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 12.3 3.0% 5 +0.0 pp +0.8 pp +1.6 pp +1.8 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 12.3 2.5% 5 +0.3 pp +0.2 pp +0.2 pp +0.4 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 12.3 5.0% 5 +0.4 pp +0.5 pp +0.8 pp +1.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 12.2 2.2% 5 +0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 12.0 3.1% 5 +0.1 pp +0.5 pp +0.8 pp +1.4 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 11.8 2.8% 3 -0.1 pp +2.7 pp +2.8 pp +2.8 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 11.8 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.7 3.8% 4 +0.5 pp +2.1 pp +2.4 pp +3.8 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 11.7 4.1% 5 +0.1 pp +0.1 pp -0.0 pp -0.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 11.5 1.0% 3 +0.6 pp +0.8 pp +1.0 pp +1.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 11.4 2.7% 5 +1.1 pp +0.8 pp +1.0 pp +1.1 pp
☆CLG LLC CIK 0002059872 0.428 156 11.4 2.5% 6 +0.2 pp -0.7 pp +0.2 pp -0.7 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 11.0 9.3% 2 -0.9 pp +9.3 pp +9.3 pp +9.3 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 11.0 6.0% 3 +0.2 pp +0.9 pp +6.0 pp +6.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 10.8 7.2% 5 -0.1 pp +0.4 pp +0.7 pp +6.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 10.6 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.6 0.8% 3 -0.2 pp -0.7 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 10.6 4.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 10.4 0.5% 5 +0.1 pp +0.2 pp -0.1 pp -0.0 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 10.2 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 10.1 3.2% 5 +0.2 pp +0.4 pp +0.8 pp +0.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 10.0 0.7% 4 +0.3 pp +0.3 pp +0.4 pp +0.7 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 9.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 9.7 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 9.7 6.9% 5 -0.6 pp +0.9 pp +1.1 pp -1.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 9.7 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.5 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 9.4 3.8% 2 +1.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 9.3 2.9% 5 +0.6 pp +0.6 pp +0.7 pp +0.8 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆NOVEM GROUP CIK 0001926783 0.247 437 8.9 0.9% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 8.9 4.1% 3 -0.1 pp -0.2 pp +4.1 pp +4.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 8.9 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 8.8 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 8.8 7.3% 2 +0.7 pp +7.3 pp +7.3 pp +7.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 8.7 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 8.7 2.5% 5 +0.3 pp +1.8 pp +1.9 pp +1.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Pacific Financial CIK 0001810089 0.717 510 8.4 1.0% 5 +0.2 pp +0.3 pp +0.5 pp +0.6 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 8.4 0.4% 2 -0.2 pp +0.4 pp -0.5 pp -0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.4 0.1% 5 -0.1 pp -0.2 pp +0.0 pp -0.0 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 8.2 6.0% 2 +0.5 pp +6.0 pp +6.0 pp +6.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.0 0.5% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 7.9 3.4% 4 +0.1 pp +0.1 pp +0.0 pp +3.4 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 7.8 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 7.8 1.8% 5 +0.1 pp +0.1 pp +0.3 pp +0.9 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 7.8 6.4% 2 -0.7 pp +6.4 pp +6.4 pp +6.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 7.7 1.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 7.6 1.8% 4 -0.3 pp -0.5 pp -0.6 pp +1.8 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 7.4 1.2% 4 -0.0 pp +0.0 pp +0.3 pp +1.2 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 7.4 4.2% 5 +0.3 pp +0.3 pp +0.5 pp +0.3 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 7.3 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 7.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Steffes Financial, Ltd. CIK 0002110878 0.864 36 7.2 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.2 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.1 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 7.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 7.0 3.0% 5 +0.1 pp +0.2 pp +0.5 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 6.8 4.2% 4 +0.0 pp +0.2 pp +0.7 pp +4.2 pp
☆Bravera Wealth CIK 0002126773 0.454 352 6.7 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 6.7 1.4% 5 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 6.7 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 6.6 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 6.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 6.6 4.2% 3 -0.2 pp -0.6 pp +4.2 pp +4.2 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 6.6 4.1% 6 -0.0 pp -0.0 pp +0.5 pp +1.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 6.5 1.0% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 6.5 2.3% 5 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 6.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 6.4 3.0% 3 +0.0 pp +0.5 pp +3.0 pp +3.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 6.3 4.7% 2 +0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 6.2 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 6.2 4.4% 2 +0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Aspire Growth Partners LLC CIK 0002055568 0.351 128 6.2 3.6% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 6.2 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 6.1 0.5% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 6.1 3.3% 5 +0.3 pp +0.4 pp +1.5 pp +2.7 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 6.0 1.0% 5 +0.0 pp -0.4 pp -1.8 pp -1.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.8 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 5.8 2.3% 5 +0.1 pp -0.1 pp +0.0 pp -0.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.8 0.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 5.7 0.6% 5 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 5.6 3.0% 6 +0.3 pp +0.2 pp +0.2 pp +0.4 pp
☆EWA, LLC CIK 0001835252 0.457 332 5.5 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 5.5 2.1% 5 +0.0 pp -1.0 pp -0.9 pp -0.6 pp
☆Leo H. Evart, Inc. CIK 0001920405 0.382 295 5.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 5.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 5.3 2.3% 5 +0.7 pp +0.7 pp +0.7 pp +0.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 5.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.2 1.5% 5 +0.3 pp +0.5 pp +1.0 pp +1.3 pp
☆Expressive Wealth LLC CIK 0002026980 0.120 133 5.1 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.1 0.2% 6 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 5.1 2.2% 5 +1.4 pp +0.6 pp +0.8 pp +1.5 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 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 +0.0 pp +0.0 pp +0.0 pp -7.8 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -4.1 pp +0.0 pp -2.4 pp -2.2 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
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 -1.7 pp -2.4 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 +0.0 pp -1.5 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
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -2.1 pp -2.2 pp -1.9 pp -1.8 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CrossGen Wealth, LLC CIK 0002112179 0.290 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 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 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.3 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 +0.0 pp +0.0 pp +0.0 pp -5.1 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 +0.0 pp -0.1 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 -0.2 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 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
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.0 0.0% 0 -0.1 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 -0.2 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -7.4 pp -7.4 pp -7.3 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.2 pp -0.1 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
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.0 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 -0.1 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.0 0.0% 0 -1.2 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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