Signals

← Signals

☆CGMS

312 in-universe funds with a nonzero position in CGMS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#961
Score / z0.081 / 0.10
Consensus119.35 over 234 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+168% / 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 424.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 185.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 173.9 0.1% 3 +0.0 pp +0.0 pp +0.1 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 149.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 143.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 121.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 100.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 86.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 83.5 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 63.8 8.6% 3 -0.5 pp -0.6 pp +8.6 pp +8.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 42.6 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 38.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 21.5 3.3% 3 +3.2 pp +3.2 pp +3.3 pp +3.3 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 21.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 21.3 4.7% 3 +0.0 pp -0.3 pp +4.7 pp +4.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 19.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 18.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 18.5 2.0% 3 -0.6 pp -0.5 pp +2.0 pp +2.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 17.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 17.8 4.6% 3 -1.4 pp -1.8 pp +4.6 pp +4.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 16.8 1.9% 3 +0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 16.4 9.7% 3 +0.2 pp +0.6 pp +9.7 pp +9.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 14.6 4.9% 3 +0.1 pp -0.1 pp +4.9 pp +4.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 11.9 0.5% 3 -0.3 pp -0.6 pp +0.5 pp +0.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 11.9 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 11.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 11.2 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 10.5 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 10.5 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 10.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KWB Wealth CIK 0001822236 0.452 169 9.9 0.9% 3 +0.4 pp +0.6 pp +0.9 pp +0.9 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 9.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 9.5 3.3% 3 +1.3 pp +1.3 pp +3.3 pp +3.3 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 9.4 6.7% 3 +2.4 pp +2.3 pp +6.7 pp +6.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 8.0 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 7.5 3.9% 3 +0.7 pp +1.7 pp +3.9 pp +3.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 7.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 6.8 3.9% 3 -0.0 pp -0.1 pp +3.9 pp +3.9 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 6.4 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 6.4 1.8% 3 +0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 6.4 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 6.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 6.3 1.7% 3 -0.1 pp +0.4 pp +1.7 pp +1.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 5.5 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 5.5 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 5.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 4.4 3.4% 4 +0.0 pp -0.1 pp -0.1 pp +3.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.9 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 3.8 2.5% 3 +1.7 pp +1.6 pp +2.5 pp +2.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.4 2.3% 4 -0.0 pp -0.1 pp -0.2 pp +2.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 3.1 2.0% 4 +0.1 pp -0.0 pp -0.1 pp +2.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 3.1 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.6 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 2.5 0.7% 4 +0.2 pp +0.2 pp +0.1 pp +0.7 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.5 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.4 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 2.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.2 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 2.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 2.1 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 1.9 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.9 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 1.7 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.6 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 1.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 1.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.1 0.8% 4 +0.1 pp +0.1 pp +0.3 pp +0.8 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.9 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.9 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
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☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 -5.0 pp -4.9 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 +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 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 -0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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 CGMS). Qtrs Held counts distinct quarters this fund has actually held CGMS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CGMS position size. Δ columns are the percentage-point change in CGMS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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