Signals

← Signals

☆CGGR

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

Flow ranking

Rank#156
Score / z1.465 / 1.31
Consensus226.57 over 458 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-25% / 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 2,112.4 0.6% 4 +0.0 pp +0.1 pp +0.2 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 1,195.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1,091.5 18.4% 4 +1.4 pp +1.2 pp +10.6 pp +18.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 633.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 616.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 570.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 567.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 544.7 0.8% 4 -0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 393.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 375.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 338.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 309.8 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 218.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 216.8 22.0% 4 +18.8 pp +19.0 pp +17.8 pp +22.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 153.2 2.6% 4 +0.4 pp +0.7 pp +0.7 pp +2.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 129.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 121.4 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 114.9 4.4% 4 +2.8 pp +2.8 pp +3.0 pp +4.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 105.9 1.1% 4 +0.7 pp +0.8 pp +0.8 pp +1.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 100.1 2.0% 4 -0.3 pp -0.5 pp -0.6 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 97.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 90.1 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 88.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 84.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 80.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 80.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 76.8 0.6% 4 -0.1 pp -0.0 pp +0.5 pp +0.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 73.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 65.2 0.8% 4 +0.3 pp +0.4 pp +0.5 pp +0.8 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 58.4 3.2% 3 -0.1 pp +2.5 pp +3.2 pp +3.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 57.9 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 57.2 7.1% 4 -0.6 pp -0.5 pp -0.3 pp +7.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 56.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 56.0 15.3% 4 -9.4 pp -11.6 pp -11.5 pp +15.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 55.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 53.2 1.0% 4 -0.1 pp -0.0 pp -0.0 pp +1.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 52.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 46.7 1.8% 4 -0.2 pp -0.4 pp -0.3 pp +1.8 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 43.3 11.4% 4 -1.4 pp -1.2 pp -0.7 pp +11.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 43.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 42.8 8.4% 4 +0.3 pp -0.2 pp -0.5 pp +8.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 40.7 0.4% 4 -0.2 pp +0.0 pp +0.1 pp +0.4 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 37.4 13.9% 2 -0.5 pp +13.9 pp +13.9 pp +13.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 36.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 35.1 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 33.2 14.4% 4 -3.3 pp -4.5 pp -6.1 pp +14.4 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 32.5 1.0% 4 -0.2 pp -0.1 pp -0.3 pp +1.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 32.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 30.8 13.6% 4 -1.1 pp -0.1 pp +2.0 pp +13.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 30.7 4.1% 4 -0.8 pp -1.5 pp -1.7 pp +4.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 29.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 29.7 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 29.5 4.2% 4 +1.1 pp +2.4 pp +2.4 pp +4.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 28.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 26.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 26.5 11.0% 3 -0.8 pp -1.2 pp +11.0 pp +11.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 26.0 0.5% 4 -0.0 pp -0.4 pp -0.4 pp +0.5 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 24.8 5.6% 4 -0.7 pp +2.1 pp +2.2 pp +5.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 22.9 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 22.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.3 0.5% 4 -0.8 pp -0.8 pp -0.2 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 20.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 20.6 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 20.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 20.0 6.6% 5 -1.8 pp -2.1 pp -2.1 pp -1.9 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 19.5 7.5% 4 -0.6 pp -1.0 pp -0.9 pp +7.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 19.3 1.1% 4 -0.1 pp +0.3 pp +0.3 pp +1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 18.9 1.0% 4 -0.2 pp -0.3 pp -0.3 pp +1.0 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 17.9 14.3% 4 -0.8 pp -0.6 pp +2.0 pp +14.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 17.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 17.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 17.5 5.4% 4 -0.5 pp -1.2 pp -1.2 pp +5.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.0 0.2% 4 -0.2 pp -0.1 pp -0.3 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 16.5 10.9% 4 -1.1 pp -1.0 pp -0.1 pp +10.9 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.312 629 16.5 2.0% 4 -0.2 pp -0.7 pp +0.6 pp +2.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 16.4 1.3% 4 +0.0 pp +0.0 pp +1.0 pp +1.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 16.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 16.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 16.1 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 15.7 7.8% 4 -0.2 pp -2.1 pp -2.0 pp +7.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 15.6 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 15.4 1.8% 4 -0.0 pp -0.1 pp -0.1 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 14.9 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆Michael Brady & Co., LLC CIK 0002095497 0.595 58 14.8 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 14.7 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 14.4 4.4% 4 -0.1 pp -0.5 pp -0.3 pp +4.4 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 14.0 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 13.5 4.3% 4 +0.1 pp -0.1 pp +0.0 pp +4.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.1 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 13.1 8.1% 5 -0.8 pp -1.1 pp -1.3 pp -1.8 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 13.0 0.9% 4 -0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.7 1.4% 4 -1.3 pp -1.5 pp -0.9 pp +1.4 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 12.5 7.1% 4 -0.4 pp -0.1 pp +0.6 pp +7.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 12.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 12.0 3.6% 3 +1.4 pp +1.7 pp +3.6 pp +3.6 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 12.0 3.3% 4 -0.5 pp -0.6 pp -0.7 pp +3.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 11.8 3.0% 4 +0.1 pp +0.1 pp +0.3 pp +3.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 11.6 1.3% 4 -0.0 pp -0.3 pp -0.2 pp +1.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 11.6 0.9% 4 -0.0 pp -0.1 pp -0.3 pp +0.9 pp
☆CLG LLC CIK 0002059872 0.428 156 11.5 2.9% 5 -1.0 pp -0.2 pp -1.0 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 11.4 3.0% 4 +0.2 pp -0.1 pp -0.2 pp +3.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.4 0.0% 1 +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 0.299 493 11.4 1.4% 4 -0.1 pp +0.0 pp -0.1 pp +1.4 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.2 4.0% 4 -0.1 pp +0.4 pp +0.1 pp +4.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 10.7 2.0% 4 -15.2 pp -18.0 pp -17.8 pp +2.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 10.7 1.5% 3 +0.4 pp +0.6 pp +1.5 pp +1.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 10.4 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 10.3 6.0% 4 -0.4 pp -0.9 pp -0.5 pp +6.0 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 10.3 5.6% 4 -0.4 pp -0.7 pp -0.6 pp +5.6 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 10.1 5.1% 4 +1.7 pp +0.5 pp -0.1 pp +5.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.0 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 10.0 5.2% 4 -0.2 pp -0.2 pp -1.1 pp +5.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.9 1.0% 4 -0.3 pp -0.3 pp -0.1 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 9.8 4.2% 3 -0.3 pp -0.4 pp +4.2 pp +4.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 9.7 1.0% 4 -0.1 pp +0.1 pp +0.3 pp +1.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.5 0.3% 4 -0.0 pp -0.2 pp -0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.5 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.4 0.1% 6 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 9.3 5.7% 3 +0.4 pp +5.4 pp +5.7 pp +5.7 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 9.3 1.9% 4 -0.1 pp -0.1 pp +0.1 pp +1.9 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 9.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 9.2 2.9% 4 -0.3 pp -1.0 pp -1.1 pp +2.9 pp
☆KWB Wealth CIK 0001822236 0.453 169 8.9 0.9% 4 +0.0 pp +0.2 pp +0.4 pp +0.9 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 8.8 2.8% 3 +0.6 pp +0.7 pp +2.8 pp +2.8 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.7 0.2% 4 -0.4 pp -0.4 pp -0.3 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.6 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 8.6 4.3% 4 +2.1 pp +2.3 pp +2.4 pp +4.3 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 8.6 1.7% 4 -0.4 pp -0.4 pp -0.4 pp +1.7 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 8.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 8.4 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 8.3 3.4% 4 -0.2 pp -0.1 pp -0.3 pp +3.4 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 8.2 4.1% 4 -0.3 pp -0.3 pp -0.2 pp +4.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 8.1 3.5% 4 -0.5 pp -0.5 pp -0.7 pp +3.5 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 7.9 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 7.7 6.6% 2 +0.5 pp +6.6 pp +6.6 pp +6.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 7.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 7.6 4.1% 5 -0.2 pp +0.1 pp +0.4 pp +1.2 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 7.6 4.2% 4 -0.5 pp -0.5 pp -0.2 pp +4.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 7.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.2 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 7.1 3.6% 3 -0.4 pp -0.3 pp +3.6 pp +3.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 7.0 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 6.8 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 6.8 4.5% 4 -0.3 pp -0.1 pp +0.1 pp +4.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 6.7 2.8% 3 -0.2 pp -0.4 pp +2.8 pp +2.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 6.5 6.0% 4 +0.1 pp -0.2 pp -0.1 pp +6.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 6.5 5.0% 4 +1.4 pp +1.5 pp +1.6 pp +5.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.5 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 6.5 3.2% 4 +0.1 pp +0.1 pp +0.2 pp +3.2 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 6.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 6.3 2.5% 4 -0.4 pp -0.4 pp -0.3 pp +2.5 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 6.2 4.5% 4 -0.3 pp +0.6 pp +0.6 pp +4.5 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.1 0.6% 4 -0.1 pp -0.1 pp +0.0 pp +0.6 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.1 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.9 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
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☆Lantz Financial LLC CIK 0001766883 0.334 259 5.9 1.2% 4 -0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.9 0.3% 4 -0.0 pp -0.5 pp -0.5 pp +0.3 pp
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☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 5.8 2.5% 4 -0.4 pp -0.3 pp -0.1 pp +2.5 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 5.7 3.7% 4 -0.1 pp -0.1 pp +0.9 pp +3.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 5.6 2.7% 4 +0.0 pp +0.1 pp +0.3 pp +2.7 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.6 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 5.5 1.0% 4 -0.1 pp +0.0 pp +0.9 pp +1.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 5.4 1.4% 4 -0.1 pp -0.1 pp -0.0 pp +1.4 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 5.3 1.4% 4 -0.1 pp +0.1 pp +0.7 pp +1.4 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 5.3 3.4% 4 -0.2 pp -0.6 pp -0.3 pp +3.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 5.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 5.1 1.8% 4 +0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 5.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Cooper Financial Group CIK 0001751581 0.393 448 4.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 4.8 1.1% 4 -0.2 pp -0.1 pp -0.0 pp +1.1 pp
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☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.6 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.6 1.0% 4 -0.2 pp -0.2 pp -0.3 pp +1.0 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 4.4 0.5% 6 -0.1 pp +0.1 pp -0.1 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 4.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 4.3 2.9% 4 -0.4 pp -0.7 pp -0.5 pp +2.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 4.3 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.3 0.2% 4 -0.0 pp -0.6 pp -0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 4.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.0 2.4% 5 -0.3 pp -0.4 pp -0.2 pp +0.1 pp
☆Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 3.9 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.8 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 3.7 2.5% 4 -0.4 pp -0.1 pp -0.4 pp +2.5 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆Colonial River Investments, LLC CIK 0001845859 0.069 249 3.5 1.3% 4 -3.2 pp -3.0 pp -3.1 pp +1.3 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.5 0.2% 1 +0.2 pp -0.7 pp -0.7 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 3.4 1.2% 4 +0.1 pp +0.4 pp +0.4 pp +1.2 pp
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☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 3.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Expressive Wealth LLC CIK 0002026980 0.120 133 3.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.2 0.9% 4 +0.1 pp +0.1 pp -0.2 pp +0.9 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 3.2 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 3.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 3.1 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
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☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 3.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 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
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp +0.0 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
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.7 pp -0.8 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
☆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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 -4.4 pp +0.0 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 -0.2 pp -0.2 pp +0.0 pp
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☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -2.0 pp -2.2 pp -2.2 pp +0.0 pp
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☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 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 -0.4 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -2.9 pp -2.4 pp +0.0 pp +0.0 pp
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☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 CGGR). Qtrs Held counts distinct quarters this fund has actually held CGGR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGGR position size. Δ columns are the percentage-point change in CGGR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status