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☆CUSIP:084670108

1459 in-universe funds with a nonzero position in CUSIP:084670108 within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22992

Score / z-5.015 / -7.14

Consensus653.77 over 1170 funds

Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.

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.

Fund holders

Fund ▾	Quality Q ▾	Positions ▾	% of Fund AUM ▾	Qtrs Held ▾	Δ 1Q ▾	Δ 2Q ▾	Δ 3Q ▾	Δ 4Q ▾
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152	0.814	960	0.4%	3	+0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544	0.473	108	0.8%	3	+0.0 pp	-0.0 pp	+0.8 pp	+0.8 pp
☆Larson Financial Group LLC CIK 0001731061	0.550	3722	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Kapstone Financial Advisors LLC CIK 0001966087	0.386	175	0.4%	3	+0.0 pp	+0.0 pp	+0.4 pp	+0.4 pp
☆Vawter Financial, Ltd. CIK 0001974403	0.509	131	1.3%	2	-0.1 pp	+1.3 pp	+1.3 pp	+1.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339	0.713	1219	0.8%	3	-0.7 pp	-1.2 pp	+0.8 pp	+0.8 pp
☆GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504	0.892	10	14.8%	3	+0.0 pp	+1.0 pp	+14.8 pp	+14.8 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748	0.921	678	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022	0.376	113	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Family Legacy, Inc. CIK 0001706016	0.283	124	0.5%	3	-0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆Ignite Planners, LLC CIK 0001849348	0.326	422	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029	0.660	309	0.0%	0	-0.1 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370	0.590	143	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆ENGLISH CAPITAL MANAGEMENT LLC CIK 0002010442	0.196	35	2.4%	3	-0.1 pp	-0.1 pp	+2.4 pp	+2.4 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895	0.139	95	0.0%	0	-0.7 pp	-1.5 pp	+0.0 pp	+0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397	0.655	4656	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996	0.748	312	0.4%	3	-0.0 pp	-0.1 pp	+0.4 pp	+0.4 pp
☆SAYBROOK CAPITAL /NC CIK 0001044924	0.765	42	4.1%	3	-0.2 pp	-0.4 pp	+4.1 pp	+4.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439	0.891	4732	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303	0.604	382	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Facet Wealth, Inc. CIK 0001748271	0.950	411	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆NWK Group, Inc. CIK 0001803054	0.429	71	0.5%	3	+0.0 pp	+0.0 pp	+0.5 pp	+0.5 pp
☆SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908	0.424	332	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969	0.672	196	0.4%	3	+0.3 pp	+0.3 pp	+0.4 pp	+0.4 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306	0.772	2242	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Sepio Capital, LP CIK 0001751412	0.794	346	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆WBH ADVISORY INC CIK 0001259671	0.566	363	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055	0.553	459	0.0%	0	-0.9 pp	-0.8 pp	+0.0 pp	+0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209	0.857	214	0.5%	3	-0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709	0.504	207	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Hara Capital LLC CIK 0002010015	0.171	307	0.4%	1	+0.4 pp	-0.0 pp	-0.1 pp	+0.4 pp
☆Sterling Investment Counsel, LLC CIK 0001925853	0.522	195	0.2%	2	-0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546	0.976	3439	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481	0.590	456	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Southeast Asset Advisors, LLC CIK 0001390003	0.703	225	0.5%	3	-0.1 pp	-0.1 pp	+0.5 pp	+0.5 pp
☆&PARTNERS CIK 0000107136	0.806	2509	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Hirtle & Co., LLC CIK 0001360710	0.931	128	0.0%	0	+0.0 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240	0.224	338	0.5%	3	-0.0 pp	-0.1 pp	+0.5 pp	+0.5 pp
☆Pacific Capital Partners Ltd CIK 0002064920	0.069	40	5.6%	2	-0.3 pp	+5.6 pp	+5.6 pp	+5.6 pp
☆BURNEY CO/ CIK 0000940445	0.713	605	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872	0.663	195	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Integrated Investment Consultants, LLC CIK 0001665337	0.427	269	0.2%	3	+0.0 pp	+0.0 pp	+0.2 pp	+0.2 pp
☆FLC Capital Advisors CIK 0001713697	0.549	229	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Forum Financial Management, LP CIK 0001911832	0.978	352	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589	0.591	109	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435	0.847	55	0.0%	0	-0.1 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053	0.482	6351	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183	0.639	209	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Lido Advisors, LLC CIK 0001650150	0.880	1849	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578	0.220	172	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888	0.345	166	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Seneca House Advisors CIK 0001731359	0.316	103	0.6%	3	-0.0 pp	-0.1 pp	+0.6 pp	+0.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042	0.871	2359	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974	0.516	160	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Financial Alternatives, Inc CIK 0001967227	0.645	84	0.9%	3	-0.0 pp	-0.1 pp	+0.9 pp	+0.9 pp
☆Pegasus Asset Management, Inc. CIK 0001729049	0.456	75	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Certified Advisory Corp CIK 0001731732	0.386	327	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430	0.703	229	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Utah Retirement Systems CIK 0001548392	0.790	1027	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785	0.468	836	0.4%	3	+0.0 pp	+0.0 pp	+0.4 pp	+0.4 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829	0.333	128	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518	0.540	106	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Creative Capital Management Investments LLC CIK 0001957363	0.840	1438	0.5%	3	-0.0 pp	-0.1 pp	+0.5 pp	+0.5 pp
☆Hall Kathryn A. CIK 0001512944	0.000	0	0.0%	0	-0.4 pp	-0.4 pp	+0.0 pp	+0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672	0.903	3702	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Terra Nova Asset Management LLC CIK 0001658652	0.114	93	0.5%	3	+0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆Callahan Advisors, LLC CIK 0001395055	0.520	181	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543	0.273	1461	0.0%	0	+0.0 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873	0.228	66	3.0%	3	-0.2 pp	-0.4 pp	+3.0 pp	+3.0 pp
☆Lazard Freres Gestion S.A.S. CIK 0001426748	0.000	115	0.0%	0	+0.0 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265	0.685	317	0.0%	3	-0.2 pp	-0.2 pp	+0.0 pp	+0.0 pp
☆First Dallas Securities Inc. CIK 0001378559	0.326	125	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆WealthBridge Capital Management, LLC CIK 0001767313	0.463	235	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109	0.900	2283	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆North Star Investment Management Corp. CIK 0001342857	0.537	1733	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382	0.765	1016	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Martel Wealth Advisors LLC CIK 0002039437	0.898	61	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Riverview Trust Co CIK 0001593600	0.349	166	0.0%	0	-0.9 pp	-0.9 pp	+0.0 pp	+0.0 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456	0.583	72	2.5%	3	-0.1 pp	-0.3 pp	+2.5 pp	+2.5 pp
☆Atom Investors LP CIK 0001738902	0.004	818	0.0%	0	-0.2 pp	-0.2 pp	+0.0 pp	+0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944	0.791	1047	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995	0.951	658	0.1%	3	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886	0.125	218	0.2%	3	+0.0 pp	+0.0 pp	+0.2 pp	+0.2 pp
☆Gibson Capital, LLC CIK 0001427372	0.911	94	2.9%	3	-0.0 pp	-0.1 pp	+2.9 pp	+2.9 pp
☆Ascentis Independent Advisors CIK 0001845003	0.000	355	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383	0.305	921	6.9%	3	-0.3 pp	-1.2 pp	+6.9 pp	+6.9 pp
☆Canopy Partners, LLC CIK 0001960860	0.327	256	1.5%	3	-0.0 pp	-0.1 pp	+1.5 pp	+1.5 pp
☆EDGEWOOD MANAGEMENT LLC CIK 0000860561	0.856	90	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342	0.882	512	0.5%	3	-0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆Fort Sheridan Advisors LLC CIK 0001606666	0.516	299	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆AMG National Trust Bank CIK 0001388829	0.744	439	0.6%	3	-0.0 pp	-0.0 pp	+0.6 pp	+0.6 pp
☆Simmons Bank CIK 0001674486	0.467	369	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571	0.216	59	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588	0.856	5105	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830	0.876	240	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆First Western Trust Bank CIK 0001513189	0.923	215	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641	0.854	809	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆CHICAGO TRUST Co NA CIK 0001601539	0.345	382	0.5%	3	+0.1 pp	+0.1 pp	+0.5 pp	+0.5 pp
☆Sellwood Investment Partners LLC CIK 0001763958	0.770	59	0.6%	3	-0.0 pp	-0.1 pp	+0.6 pp	+0.6 pp
☆Aviance Capital Partners, LLC CIK 0001542383	0.490	388	1.2%	3	-0.0 pp	-0.1 pp	+1.2 pp	+1.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068	0.739	2253	0.8%	3	-0.0 pp	-0.1 pp	+0.8 pp	+0.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904	0.335	573	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592	0.269	135	8.6%	4	-0.3 pp	-3.0 pp	-5.6 pp	+8.6 pp
☆Carnegie Investment Counsel CIK 0001511506	0.587	547	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Capital Research Global Investors CIK 0001422848	0.983	426	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Steamboat Capital Partners, LLC CIK 0001635663	0.148	59	0.2%	3	+0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Independent Family Office, LLC CIK 0001756485	0.549	85	0.6%	3	-0.0 pp	-0.0 pp	+0.6 pp	+0.6 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436	0.386	408	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568	0.642	276	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170	0.912	2109	0.2%	3	+0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Circle Wealth Management, LLC CIK 0001578242	0.979	256	0.3%	3	-0.1 pp	-0.1 pp	+0.3 pp	+0.3 pp
☆3Chopt Investment Partners, LLC CIK 0001978521	0.394	274	0.5%	3	-0.0 pp	-0.2 pp	+0.5 pp	+0.5 pp
☆ATWOOD & PALMER INC CIK 0001044929	0.598	495	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130	0.108	153	0.5%	3	-0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746	0.608	79	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379	0.449	251	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710	0.142	2094	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆River Street Advisors LLC CIK 0001964897	0.315	177	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272	0.895	4415	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Garde Capital, Inc. CIK 0001616328	0.622	224	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758	0.951	3590	0.1%	3	-0.0 pp	-0.1 pp	+0.1 pp	+0.1 pp
☆LPL Financial LLC CIK 0001403438	0.957	5996	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Sage Investment Counsel LLC CIK 0002055178	0.150	126	3.3%	3	-0.0 pp	-0.1 pp	+3.3 pp	+3.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217	0.846	1609	0.0%	3	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250	0.557	452	0.2%	3	-0.0 pp	-0.1 pp	+0.2 pp	+0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349	0.875	937	0.0%	0	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263	0.303	117	0.0%	0	-0.3 pp	-0.3 pp	-0.4 pp	+0.0 pp
☆KWMG, LLC CIK 0001633024	0.515	153	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070	0.328	107	1.8%	3	+0.0 pp	-0.0 pp	+1.8 pp	+1.8 pp
☆DAVIS R M INC CIK 0000891287	0.824	280	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆HFR Wealth Management, LLC CIK 0001877822	0.482	53	0.5%	3	+0.0 pp	+0.0 pp	+0.5 pp	+0.5 pp
☆Scott Capital Advisors, LLC CIK 0001905673	0.593	66	0.3%	3	-0.0 pp	-0.1 pp	+0.3 pp	+0.3 pp
☆Concord Wealth Partners CIK 0001814214	0.457	885	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆RK Asset Management, LLC CIK 0001595686	0.452	23	2.8%	3	+0.1 pp	+0.0 pp	+2.8 pp	+2.8 pp
☆SG Americas Securities, LLC CIK 0001313360	0.019	2878	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆LGT Fund Management Co Ltd. CIK 0001911284	0.521	235	0.8%	3	-0.0 pp	-0.1 pp	+0.8 pp	+0.8 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944	0.537	153	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆STONEBRIDGE CAPITAL MANAGEMENT INC CIK 0000051812	0.150	70	0.0%	0	+0.0 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497	0.339	227	2.4%	3	+0.1 pp	+0.2 pp	+2.4 pp	+2.4 pp
☆Coastline Trust Co CIK 0001324279	0.630	406	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
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☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396	0.372	162	3.0%	3	+0.0 pp	-0.2 pp	+3.0 pp	+3.0 pp
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☆Infinity Wealth Counsel, LLC CIK 0002066524	0.292	65	0.7%	4	-0.0 pp	-0.0 pp	-0.2 pp	+0.7 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%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆IAT REINSURANCE CO LTD. CIK 0001633625	0.039	77	0.2%	3	+0.1 pp	+0.1 pp	+0.2 pp	+0.2 pp
☆Sterneck Capital Management, LLC CIK 0001438574	0.485	103	0.7%	3	-0.0 pp	-0.1 pp	+0.7 pp	+0.7 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050	0.211	210	1.2%	3	-0.1 pp	-0.2 pp	+1.2 pp	+1.2 pp
☆Delta Investment Management, LLC CIK 0001757043	0.270	293	0.7%	3	-0.0 pp	-0.0 pp	+0.7 pp	+0.7 pp
☆Twelve Points Wealth Management LLC CIK 0001877090	0.454	213	0.8%	3	-0.1 pp	-0.1 pp	+0.8 pp	+0.8 pp
☆Klingman & Associates, LLC CIK 0001662449	0.829	350	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577	0.650	752	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748	0.215	108	0.2%	3	-0.0 pp	-0.1 pp	+0.2 pp	+0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230	0.913	2888	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆7G CAPITAL MANAGEMENT, LLC CIK 0001720350	0.743	10	14.1%	3	-0.4 pp	-2.9 pp	+14.1 pp	+14.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087	0.548	3841	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Ballentine Partners, LLC CIK 0001374889	0.936	1078	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Baldwin Investment Management, LLC CIK 0001346378	0.670	231	47.4%	3	-0.6 pp	-1.5 pp	+47.4 pp	+47.4 pp
☆NBT BANK, N.A. CIK 0000898413	0.440	1069	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491	0.682	173	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455	0.155	143	0.3%	4	-0.0 pp	-0.0 pp	-0.1 pp	+0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982	0.556	1464	0.2%	2	-0.1 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Phoenix Financial Ltd. CIK 0001679543	0.682	519	0.0%	0	-0.1 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875	0.011	1651	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614	0.646	109	0.0%	0	-0.3 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆Portland Global Advisors LLC CIK 0001504941	0.638	154	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491	0.310	128	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆DeDora Capital, Inc. CIK 0001717658	0.515	129	0.7%	3	-0.0 pp	-0.0 pp	+0.7 pp	+0.7 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962	0.957	260	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Auxano Advisors, LLC CIK 0001811491	0.545	207	0.3%	2	-0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596	0.283	102	0.6%	4	-0.1 pp	-0.2 pp	-0.4 pp	+0.6 pp
☆BAMCO INC /NY/ CIK 0001017918	0.724	345	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434	0.761	31	0.5%	3	-0.0 pp	-0.1 pp	+0.5 pp	+0.5 pp
☆BLB&B Advisors, LLC CIK 0001389059	0.813	286	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034	0.583	691	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118	0.434	172	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Summit Street Capital Management, LLC CIK 0001595533	0.343	31	0.0%	0	+0.0 pp	+0.0 pp	-17.7 pp	+0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203	0.320	1301	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Rossmore Private Capital CIK 0001733082	0.520	340	1.1%	3	-0.1 pp	-0.2 pp	+1.1 pp	+1.1 pp
☆Bradyco, Inc. CIK 0002055007	0.074	33	0.0%	0	+0.0 pp	-4.2 pp	+0.0 pp	+0.0 pp
☆Elm Partners Management LLC CIK 0001743941	0.865	161	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674	0.483	45	0.6%	3	-0.0 pp	-0.0 pp	+0.6 pp	+0.6 pp
☆MN Wealth Advisors, LLC CIK 0001992972	0.376	133	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Cypress Capital Group CIK 0001341748	0.370	314	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Benson Investment Management Company, Inc. CIK 0001694896	0.000	9	0.5%	3	+0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆CFO4Life Group, LLC CIK 0001706351	0.612	236	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Legal Advantage Investments, Inc. CIK 0001841769	0.130	77	0.3%	3	+0.0 pp	+0.0 pp	+0.3 pp	+0.3 pp
☆PARTHENON LLC CIK 0001088859	0.632	133	0.5%	3	-0.0 pp	-0.1 pp	+0.5 pp	+0.5 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486	0.415	211	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396	0.520	555	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆CVA Family Office, LLC CIK 0001802084	0.571	1801	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755	0.364	177	0.0%	0	-0.2 pp	-0.2 pp	+0.0 pp	+0.0 pp
☆World Investment Advisors CIK 0001652594	0.670	1523	0.4%	3	-0.0 pp	+0.3 pp	+0.4 pp	+0.4 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145	0.406	387	0.5%	3	-0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆Westend Capital Management, LLC CIK 0001331997	0.170	242	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555	0.693	120	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Arkfeld Wealth Strategies, L.L.C. CIK 0001789382	0.542	119	2.0%	3	-0.1 pp	-0.2 pp	+2.0 pp	+2.0 pp
☆jvl associates llc CIK 0001915765	0.770	79	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Plan Group Financial, LLC CIK 0001940033	0.209	243	3.9%	2	-0.9 pp	+3.9 pp	+3.9 pp	+3.9 pp
☆Advantage Trust Co CIK 0002009346	0.631	197	0.0%	0	-1.4 pp	-1.4 pp	+0.0 pp	+0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826	0.489	181	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644	0.562	505	1.0%	4	+1.0 pp	+1.0 pp	+1.0 pp	+1.0 pp
☆Flagstone Financial Management CIK 0001968890	0.851	77	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆SANTA MONICA PARTNERS LP CIK 0000904793	0.840	13	1.8%	3	+0.1 pp	+0.1 pp	+1.8 pp	+1.8 pp
☆Sharper & Granite LLC CIK 0001959415	0.344	109	0.5%	3	-0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆Quaker Capital Investments, LLC CIK 0001633648	0.687	22	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657	0.689	1332	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Round Rock Advisors LLC CIK 0001846991	0.524	318	2.2%	3	-0.2 pp	-0.4 pp	+2.2 pp	+2.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949	0.815	1487	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016	0.624	217	0.6%	3	-0.0 pp	+0.0 pp	+0.6 pp	+0.6 pp
☆Lincoln Capital LLC CIK 0001633862	0.657	137	7.2%	3	-0.2 pp	-0.2 pp	+7.2 pp	+7.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024	0.861	818	0.0%	0	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234	0.905	4383	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559	0.470	265	1.2%	3	-0.0 pp	-0.1 pp	+1.2 pp	+1.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229	0.321	188	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994	0.384	325	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259	0.830	231	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973	0.663	122	0.3%	3	+0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235	0.171	723	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157	0.874	2527	1.0%	3	+0.1 pp	+0.2 pp	+1.0 pp	+1.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482	0.674	162	0.0%	0	+0.0 pp	-0.2 pp	+0.0 pp	+0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477	0.510	184	0.2%	3	+0.0 pp	+0.0 pp	+0.2 pp	+0.2 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084	0.646	406	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126	0.484	455	0.0%	0	+0.0 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆Capital Advantage, Inc. CIK 0001628896	0.497	150	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993	0.841	48	1.7%	3	-0.0 pp	-0.2 pp	+1.7 pp	+1.7 pp
☆Aegis Wealth Management LLC CIK 0001628818	0.188	160	1.3%	4	-0.3 pp	-0.6 pp	-0.6 pp	+1.3 pp
☆Goelzer Investment Management, Inc. CIK 0001550057	0.758	314	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Alpine Bank Wealth Management CIK 0001974910	0.183	404	0.6%	3	-0.1 pp	-0.1 pp	+0.6 pp	+0.6 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249	0.616	938	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710	0.150	249	0.4%	3	+0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333	0.372	125	4.6%	3	-0.1 pp	-0.4 pp	+4.6 pp	+4.6 pp
☆Chronos Wealth Management, LLC CIK 0001801792	0.581	38	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619	0.935	1167	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317	0.792	1868	0.1%	3	-0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432	0.000	4	0.1%	3	+0.1 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192	0.484	174	0.0%	0	-0.6 pp	-0.6 pp	+0.0 pp	+0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123	0.431	43	0.0%	0	-0.3 pp	-0.4 pp	+0.0 pp	+0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542	0.040	1987	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆CapWealth Advisors, LLC CIK 0001531809	0.480	118	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Telos Capital Management, Inc. CIK 0001567889	0.442	201	0.0%	0	-0.1 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆RMR Capital Management, LLC CIK 0002032709	0.384	76	2.7%	3	+0.1 pp	+0.1 pp	+2.7 pp	+2.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177	0.974	3723	0.0%	3	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838	0.781	709	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
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☆Austin Wealth Management, LLC CIK 0002003112	0.631	126	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
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☆EXCALIBUR MANAGEMENT CORP CIK 0001009003	0.319	175	0.0%	0	-0.3 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735	0.845	121	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
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☆SYON CAPITAL LLC CIK 0001999353	0.452	949	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Black Diamond Capital Management I, LLLP CIK 0002084285	0.802	8	2.0%	1	+2.0 pp	+2.0 pp	+2.0 pp	+2.0 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370	0.718	1563	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆BROWN ADVISORY INC CIK 0001345929	0.906	1447	0.2%	3	+0.0 pp	+0.0 pp	+0.2 pp	+0.2 pp
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☆Erste Asset Management GmbH CIK 0002024532	0.605	871	0.0%	1	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
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☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324	0.625	133	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031	0.471	320	0.7%	3	-0.0 pp	-0.1 pp	+0.7 pp	+0.7 pp
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☆Factor Wealth Management LTD CIK 0002055816	0.423	170	1.5%	3	-0.2 pp	-0.3 pp	+1.5 pp	+1.5 pp
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☆Ellenbecker Investment Group CIK 0001731497	0.884	149	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831	0.459	211	0.5%	3	-0.0 pp	-0.1 pp	+0.5 pp	+0.5 pp
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☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206	0.474	2324	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Eschler Asset Management LLP CIK 0001910874	0.000	33	0.0%	0	-1.7 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266	0.512	305	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186	0.825	1334	0.7%	3	+0.1 pp	+0.0 pp	+0.7 pp	+0.7 pp
☆Clayton Financial Group LLC CIK 0002011212	0.402	65	0.8%	3	-0.3 pp	-1.0 pp	+0.8 pp	+0.8 pp
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☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054	0.597	163	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
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☆GENERAL AMERICAN INVESTORS CO INC (GAM, GAM-PB) CIK 0000040417	0.655	69	5.2%	3	-0.0 pp	-0.2 pp	+5.2 pp	+5.2 pp
☆Meeder Advisory Services, Inc. CIK 0001792167	0.645	742	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024	0.912	3168	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Montis Financial, LLC CIK 0001844314	0.565	152	1.0%	3	-0.3 pp	-0.6 pp	+1.0 pp	+1.0 pp
☆Curi Capital, LLC CIK 0001332905	0.547	888	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆VICUS CAPITAL CIK 0001544806	0.660	268	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Hemenway Trust Co LLC CIK 0001494234	0.632	135	1.1%	3	-0.2 pp	-0.3 pp	+1.1 pp	+1.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203	0.598	644	0.6%	3	-0.0 pp	+0.1 pp	+0.6 pp	+0.6 pp
☆Systrade AG CIK 0001818160	0.744	14	0.5%	1	+0.5 pp	+0.5 pp	+0.5 pp	+0.5 pp
☆Calamos Wealth Management LLC CIK 0001455258	0.686	456	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Hyperion Capital Advisors LP CIK 0001794499	0.314	67	0.4%	3	-0.0 pp	-0.1 pp	+0.4 pp	+0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056	0.073	1051	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Fiduciary Group, LLC CIK 0001645890	0.530	305	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855	0.418	995	0.2%	3	-0.0 pp	-0.1 pp	+0.2 pp	+0.2 pp
☆Harfst & Associates, Inc. CIK 0001649147	0.714	124	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753	0.278	116	0.5%	2	-0.0 pp	+0.5 pp	+0.5 pp	+0.5 pp
☆AVIVA PLC CIK 0001140022	0.925	854	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Corient Private Wealth LP CIK 0001948780	0.887	3043	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974	0.685	1487	1.3%	3	+0.4 pp	+0.4 pp	+1.3 pp	+1.3 pp
☆Haverford Trust Co CIK 0000842941	0.805	424	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587	0.816	547	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146	0.365	1029	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Blue Trust, Inc. CIK 0001856022	0.912	2446	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661	0.825	1818	0.6%	3	-0.1 pp	-0.3 pp	+0.6 pp	+0.6 pp
☆IFP Advisors, Inc CIK 0001641866	0.492	5147	0.0%	3	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677	0.646	652	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792	0.598	1310	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Jentner Corp CIK 0001695908	0.884	54	0.0%	0	+0.0 pp	-0.2 pp	+0.0 pp	+0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630	0.959	2414	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆CHOREO, LLC CIK 0001679031	0.797	1690	0.8%	3	-0.0 pp	-0.1 pp	+0.8 pp	+0.8 pp
☆Venture Visionary Partners LLC CIK 0001792283	0.558	673	0.2%	4	-0.0 pp	-0.0 pp	-0.1 pp	+0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040	0.628	232	0.0%	0	+0.0 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364	0.438	313	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612	0.785	2324	0.8%	3	+0.0 pp	+0.0 pp	+0.8 pp	+0.8 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016	0.830	421	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490	0.261	107	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407	0.583	954	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 0001026720	0.963	20	5.7%	3	-0.1 pp	-0.2 pp	+5.7 pp	+5.7 pp
☆PITTENGER & ANDERSON INC CIK 0001034886	0.550	507	1.0%	3	+0.0 pp	+0.3 pp	+1.0 pp	+1.0 pp
☆RBF Capital, LLC CIK 0001134621	0.512	506	2.6%	3	-0.0 pp	-0.1 pp	+2.6 pp	+2.6 pp
☆BISLETT MANAGEMENT, LLC CIK 0001425041	0.678	18	20.0%	3	+0.9 pp	+2.6 pp	+20.0 pp	+20.0 pp
☆SEMPER AUGUSTUS INVESTMENTS GROUP LLC CIK 0001115373	0.751	50	10.1%	3	-0.9 pp	-1.8 pp	+10.1 pp	+10.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972	0.831	3975	0.1%	4	-0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334	0.732	655	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593	0.500	104	0.4%	3	-0.0 pp	-0.1 pp	+0.4 pp	+0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202	0.393	638	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆COMERICA BANK CIK 0000901541	0.812	3711	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161	0.748	138	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Ledyard National Bank CIK 0001310658	0.559	255	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502	0.204	73	1.3%	4	-0.1 pp	-1.1 pp	-1.4 pp	+1.3 pp
☆Greenspring Advisors, LLC CIK 0001922200	0.867	355	0.0%	2	-0.1 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971	0.967	6822	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751	0.883	265	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212	0.472	420	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212	0.715	201	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734	0.556	203	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆NorthRock Partners, LLC CIK 0001632097	0.841	669	0.1%	5	-0.0 pp	+0.1 pp	+0.0 pp	+0.1 pp
☆Silver Lake Advisory, LLC CIK 0001596055	0.303	109	0.9%	3	-0.0 pp	-0.1 pp	+0.9 pp	+0.9 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205	0.263	207	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Paragon Advisors, LLC CIK 0001799719	0.414	77	0.2%	3	+0.0 pp	+0.0 pp	+0.2 pp	+0.2 pp
☆YACKTMAN ASSET MANAGEMENT LP CIK 0000905567	0.814	74	0.0%	0	+0.0 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584	0.131	563	0.5%	3	-0.0 pp	-0.1 pp	+0.5 pp	+0.5 pp
☆Iowa State Bank CIK 0001546967	0.467	118	1.0%	3	-0.0 pp	-0.0 pp	+1.0 pp	+1.0 pp
☆JFG Wealth Management, LLC CIK 0001766972	0.899	67	0.0%	0	-0.3 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆AM INVESTMENT STRATEGIES LLC CIK 0001818897	0.690	114	0.3%	3	-0.2 pp	-0.2 pp	+0.3 pp	+0.3 pp
☆Keel Point, LLC CIK 0001386935	0.645	514	0.6%	3	-0.0 pp	-0.0 pp	+0.6 pp	+0.6 pp
☆PFG Advisors CIK 0001694435	0.248	791	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Northwest Capital Management Inc CIK 0001730404	0.000	92	0.0%	0	+0.0 pp	-0.4 pp	+0.0 pp	+0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239	0.165	194	1.1%	3	-0.0 pp	-0.2 pp	+1.1 pp	+1.1 pp
☆Pflug Koory, LLC CIK 0001740063	0.264	426	7.4%	3	-0.1 pp	-1.1 pp	+7.4 pp	+7.4 pp
☆Verus Financial Partners, Inc. CIK 0001481714	0.906	127	0.0%	0	-0.1 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241	0.155	2292	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Waterford Advisors, LLC CIK 0001960657	0.806	64	0.9%	3	+0.4 pp	+0.1 pp	+0.9 pp	+0.9 pp
☆DODGE & COX CIK 0000200217	0.944	222	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Harrington Investments, INC CIK 0001386364	0.287	82	0.4%	3	+0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆MASTERINVEST Kapitalanlage GmbH CIK 0002075029	0.420	300	0.3%	2	-0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922	0.078	179	0.3%	3	-0.0 pp	-0.1 pp	+0.3 pp	+0.3 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300	0.578	421	0.5%	3	-0.0 pp	-0.0 pp	+0.5 pp	+0.5 pp
☆Councilmark Asset Management, LLC CIK 0002022076	0.457	84	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Global Financial Private Client, LLC CIK 0002023568	0.218	246	0.0%	0	+0.0 pp	-4.1 pp	+0.0 pp	+0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290	0.536	275	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆North Capital, Inc. CIK 0002065938	0.475	102	0.7%	1	+0.7 pp	+0.7 pp	+0.7 pp	+0.7 pp
☆BLODGETT WEALTH ADVISORS, LLC CIK 0001907826	0.560	72	1.1%	3	+0.0 pp	-0.1 pp	+1.1 pp	+1.1 pp
☆Spire Wealth Management CIK 0001858740	0.515	2226	0.0%	0	-0.1 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆Congress Park Capital LLC CIK 0001730945	0.380	134	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆Core Wealth Management, Inc. CIK 0001965150	0.909	42	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆XY Planning Network, Inc. CIK 0001873438	0.270	340	0.3%	1	+0.3 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438	0.564	309	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855	0.621	96	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982	0.731	45	1.2%	3	-0.0 pp	-0.1 pp	+1.2 pp	+1.2 pp
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☆Nadler Financial Group, Inc. CIK 0001541787	0.841	149	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090	0.456	200	2.1%	3	+0.2 pp	+0.2 pp	+2.1 pp	+2.1 pp
☆Venator Management LLC CIK 0001838211	0.792	27	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆SVB WEALTH LLC CIK 0001626116	0.541	384	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935	0.758	669	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
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☆Clearstead Advisors, LLC CIK 0000842775	0.687	3646	0.2%	3	-0.0 pp	-0.0 pp	+0.2 pp	+0.2 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694	0.823	245	0.1%	3	-0.0 pp	-0.1 pp	+0.1 pp	+0.1 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948	0.700	1699	0.1%	3	-0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896	0.218	213	0.7%	3	+0.0 pp	-0.1 pp	+0.7 pp	+0.7 pp
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☆Heritage Trust Co CIK 0001706028	0.448	313	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308	0.812	44	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Burgundy Asset Management Ltd. CIK 0001315868	0.000	0	0.0%	0	-1.1 pp	-1.1 pp	+0.0 pp	+0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557	0.897	666	1.5%	3	-0.0 pp	-0.1 pp	+1.5 pp	+1.5 pp
☆Bristlecone Advisors, LLC CIK 0001671716	0.543	233	0.0%	0	+0.0 pp	-0.1 pp	+0.0 pp	+0.0 pp
☆United American Securities Inc. (d/b/a UAS Asset Management) CIK 0001349353	0.798	13	0.2%	3	-0.0 pp	+0.0 pp	+0.2 pp	+0.2 pp
☆Johnson Financial Group, LLC CIK 0001706327	0.913	279	0.3%	3	+0.0 pp	+0.0 pp	+0.3 pp	+0.3 pp
☆Foster Group, Inc. CIK 0001841544	0.874	318	0.4%	3	-0.0 pp	-0.0 pp	+0.4 pp	+0.4 pp
☆Northstar Advisory Group, LLC CIK 0001816000	0.138	118	0.3%	3	-0.0 pp	-0.1 pp	+0.3 pp	+0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208	0.816	3812	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Warburton Capital Management, LLC CIK 0002054795	0.727	74	0.4%	3	-0.0 pp	+0.0 pp	+0.4 pp	+0.4 pp
☆WENDELL DAVID ASSOCIATES INC CIK 0000878228	0.635	155	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876	0.771	584	0.1%	3	-0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Navigoe, LLC CIK 0002056100	0.632	1224	2.3%	3	-0.1 pp	+0.7 pp	+2.3 pp	+2.3 pp
☆Barnett & Company, Inc. CIK 0001426588	0.122	86	0.6%	3	+0.0 pp	+0.0 pp	+0.6 pp	+0.6 pp
☆ELKHORN PARTNERS LIMITED PARTNERSHIP CIK 0000928400	0.301	50	23.8%	3	-1.8 pp	-2.7 pp	+23.8 pp	+23.8 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263	0.764	1928	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918	0.316	129	0.3%	3	-0.0 pp	-0.1 pp	+0.3 pp	+0.3 pp
☆Indiana Trust & Investment Management Co CIK 0001356407	0.462	472	0.9%	3	+0.7 pp	+0.6 pp	+0.9 pp	+0.9 pp
☆RHUMBLINE ADVISERS CIK 0001115418	0.943	4189	0.0%	4	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆SACHEM HILL LLC CIK 0001994333	0.818	67	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆FMR LLC CIK 0000315066	0.989	5571	0.9%	3	-0.1 pp	-0.4 pp	+0.9 pp	+0.9 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111	0.530	208	0.4%	3	-0.0 pp	-0.1 pp	+0.4 pp	+0.4 pp
☆Verity Asset Management, Inc. CIK 0001597298	0.143	223	0.0%	0	+0.0 pp	-0.3 pp	+0.0 pp	+0.0 pp
☆Trust Co of Kansas CIK 0001803988	0.543	59	0.3%	3	-0.0 pp	-0.0 pp	+0.3 pp	+0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965	0.553	1409	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561	0.318	223	0.1%	3	-0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Focus Partners Wealth CIK 0001542153	0.901	2759	0.1%	4	+0.0 pp	-0.0 pp	-0.1 pp	+0.1 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745	0.699	188	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 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 CUSIP:084670108). Qtrs Held counts distinct quarters this fund has actually held CUSIP:084670108 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:084670108 position size. Δ columns are the percentage-point change in CUSIP:084670108'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