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☆CUSIP:921910733

831 in-universe funds with a nonzero position in CUSIP:921910733 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25110

Score / z-2.746 / -3.33

Consensus305.99 over 512 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 ▾
☆Weil Company, Inc. CIK 0001318011	0.359	133	0.3%	5	-0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆Chemistry Wealth Management LLC CIK 0001910183	0.639	209	0.2%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.2 pp
☆Midwest Trust Co CIK 0002077080	0.757	606	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057	0.509	57	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Sonoma Private Wealth LLC CIK 0001965757	0.212	72	0.9%	5	+0.2 pp	+0.5 pp	+0.5 pp	+0.5 pp
☆Valeo Financial Advisors, LLC CIK 0001722641	0.854	809	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837	0.906	175	0.0%	6	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233	0.242	177	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.1 pp
☆One Day In July LLC CIK 0001823172	0.854	167	1.0%	5	+0.0 pp	-0.0 pp	-0.1 pp	-0.2 pp
☆Gould Capital, LLC CIK 0001908965	0.411	217	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362	0.742	333	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859	0.657	591	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Soundwatch Capital LLC CIK 0001803253	0.945	53	2.7%	4	+2.1 pp	+1.9 pp	+1.9 pp	+2.7 pp
☆Curi Capital, LLC CIK 0001332905	0.548	888	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306	0.286	320	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273	0.483	72	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868	0.477	787	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212	0.715	201	1.2%	5	-0.0 pp	-0.1 pp	-0.2 pp	-0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194	0.735	6469	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059	0.831	3254	0.0%	4	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆W ADVISORS, LLC CIK 0001929907	0.304	153	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Cadia Private Client LLC CIK 0002135817	0.358	76	0.6%	2	+0.0 pp	+0.6 pp	+0.6 pp	+0.6 pp
☆Better Money Decisions, LLC CIK 0001858428	0.558	74	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.3 pp
☆Ally Invest Advisors Inc. CIK 0001706013	0.945	75	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127	0.694	967	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290	0.536	275	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355	0.369	513	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976	0.395	469	0.0%	4	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494	0.517	343	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670	0.654	136	0.4%	5	-0.1 pp	-0.1 pp	-0.1 pp	-0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537	0.381	4385	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831	0.859	96	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031	0.114	858	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763	0.069	1593	0.0%	1	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Corient Private Wealth LP CIK 0001948780	0.887	3043	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Old Peak Finance LLC CIK 0002080991	0.632	102	0.2%	2	+0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576	0.650	634	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760	0.694	119	7.2%	4	+0.6 pp	+0.3 pp	+0.3 pp	+7.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441	0.864	454	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆May Hill Capital, LLC CIK 0002056340	0.467	256	0.2%	5	-0.0 pp	+0.1 pp	+0.0 pp	-0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540	0.318	2420	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762	0.710	202	0.3%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Avalon Trust Co CIK 0001798150	0.724	462	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984	0.901	146	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆North Capital, Inc. CIK 0002065938	0.475	102	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698	0.767	62	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆One Capital Management, LLC CIK 0001606588	0.779	522	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443	0.688	69	0.9%	5	-0.2 pp	+0.0 pp	-0.0 pp	-0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815	0.639	1223	0.4%	5	-0.1 pp	-0.1 pp	-0.1 pp	+0.2 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541	0.653	230	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
☆NCM Capital Management, LLC CIK 0001907054	0.309	194	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543	0.961	4822	0.0%	5	-0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865	0.643	1690	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150	0.630	537	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008	0.582	1154	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117	0.193	484	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Martel Wealth Advisors LLC CIK 0002039437	0.898	61	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245	0.299	301	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.0 pp
☆Partners in Financial Planning CIK 0002054264	0.816	131	0.0%	1	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327	0.532	154	0.0%	0	-0.1 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆LongView Wealth Management CIK 0001990190	0.308	227	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Burkett Asset Management Ltd CIK 0002109360	0.284	59	1.8%	2	+0.2 pp	+1.8 pp	+1.8 pp	+1.8 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490	0.127	113	0.2%	5	-0.1 pp	-0.2 pp	-0.2 pp	-0.2 pp
☆Martin Worley Group CIK 0002049542	0.360	91	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-1.2 pp
☆Caprock Group, LLC CIK 0001610769	0.496	1234	0.4%	4	-0.0 pp	-0.0 pp	-0.1 pp	+0.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475	0.734	529	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009	0.461	19	0.2%	3	-0.0 pp	-0.1 pp	+0.2 pp	+0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302	0.624	268	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414	0.429	594	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149	0.671	116	0.1%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428	0.415	453	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200	0.867	355	0.1%	4	+0.0 pp	-0.0 pp	-0.1 pp	+0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672	0.850	127	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935	0.455	128	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285	0.814	45	0.2%	6	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Northland Capital Management LLC CIK 0001693032	0.536	30	0.9%	5	-0.1 pp	-0.2 pp	-0.4 pp	-0.3 pp
☆Empowered Funds, LLC CIK 0001592828	0.549	2112	0.0%	0	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533	0.738	1864	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593	0.801	69	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Bogart Wealth, LLC CIK 0001715740	0.593	2005	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473	0.973	552	0.0%	5	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149	0.716	1820	0.4%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TritonPoint Partners, LLC CIK 0002111167	0.020	351	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666	0.516	299	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆LIBRA WEALTH LLC CIK 0001925385	0.812	70	1.8%	5	+0.1 pp	+0.0 pp	-0.2 pp	-0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825	0.726	5946	0.0%	5	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆HEADINVEST, LLC CIK 0001372130	0.306	217	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331	0.079	1819	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768	0.683	117	0.5%	5	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943	0.359	1090	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Estate Counselors, LLC CIK 0001559832	0.739	91	0.0%	0	+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
☆Heritage Wealth Advisors CIK 0001591122	0.892	703	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Human Investing LLC CIK 0001767513	0.861	105	2.5%	5	+0.0 pp	-0.0 pp	-0.1 pp	-0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789	0.694	2011	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Symmetry Partners, LLC CIK 0001697493	0.824	295	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895	0.525	215	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆BSW Wealth Partners CIK 0001512601	0.641	331	0.9%	5	+0.1 pp	-0.0 pp	-0.1 pp	-0.2 pp
☆BROWN ADVISORY INC CIK 0001345929	0.906	1447	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432	0.493	322	0.0%	0	+0.0 pp	-0.2 pp	-0.1 pp	-0.0 pp
☆Legacy Private Trust Co. CIK 0001352547	0.732	262	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676	0.984	5212	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆WPG Advisers, LLC CIK 0002067343	0.198	1549	0.0%	3	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189	0.768	53	0.0%	0	+0.0 pp	+0.0 pp	-0.7 pp	-0.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495	0.702	1309	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆CJM Wealth Advisers, Ltd. CIK 0001992748	0.831	78	0.3%	5	+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 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720	0.902	208	0.0%	0	-0.5 pp	-0.5 pp	-0.5 pp	-0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612	0.785	2324	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Well Done, LLC CIK 0001667132	0.522	202	0.6%	5	+0.0 pp	-0.0 pp	-0.1 pp	-0.1 pp
☆Advisory Services Network, LLC CIK 0001573876	0.615	2019	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆GeoWealth Management, LLC CIK 0001593387	0.736	882	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944	0.721	484	3.1%	5	+0.1 pp	-0.1 pp	-0.2 pp	-0.2 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939	0.841	59	1.5%	5	+0.1 pp	-0.0 pp	-0.1 pp	+0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966	0.498	1934	0.0%	5	-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	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066	0.241	889	0.1%	5	-0.0 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%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030	0.680	992	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062	0.263	352	0.7%	2	+0.1 pp	+0.7 pp	+0.7 pp	+0.7 pp
☆Truepoint, Inc. CIK 0001427748	0.954	160	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Apella Capital, LLC CIK 0001801507	0.827	695	0.8%	5	+0.0 pp	+0.2 pp	+0.5 pp	+0.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305	0.792	486	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Dundas Partners LLP CIK 0001742418	0.708	31	1.6%	1	+1.6 pp	+1.6 pp	+1.6 pp	+1.6 pp
☆ASSETMARK, INC CIK 0001344551	0.900	3558	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Canopy Partners, LLC CIK 0001960860	0.327	256	0.2%	5	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Concord Wealth Partners CIK 0001814214	0.457	885	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960	0.451	483	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825	0.773	187	1.6%	5	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Factor Wealth Management LTD CIK 0002055816	0.423	170	0.1%	5	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆WealthCollab, LLC CIK 0002017870	0.551	969	0.8%	5	+0.0 pp	-0.0 pp	-0.2 pp	-0.3 pp
☆Addison Advisors LLC CIK 0001843745	0.131	707	0.6%	5	+0.2 pp	+0.2 pp	+0.1 pp	+0.2 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342	0.782	70	0.2%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Rise Advisors, LLC CIK 0001831316	0.684	103	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Newton One Investments LLC CIK 0001842787	0.837	146	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Ballentine Partners, LLC CIK 0001374889	0.936	1078	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Sandy Cove Advisors, LLC CIK 0001908217	0.489	162	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271	0.731	2781	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010	0.463	538	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995	0.951	658	0.0%	5	-0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
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☆Navigoe, LLC CIK 0002056100	0.632	1224	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974	0.741	83	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943	0.218	877	0.5%	5	-0.0 pp	+0.1 pp	+0.2 pp	+0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056	0.073	1051	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344	0.506	165	0.1%	6	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516	0.773	4198	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Carolina Wealth Advisors, LLC CIK 0001786411	0.269	278	0.1%	5	+0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758	0.951	3590	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
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☆SACHEM HILL LLC CIK 0001994333	0.818	67	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.1 pp
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☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974	0.516	160	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962	0.957	260	0.0%	0	-0.4 pp	-0.4 pp	-0.4 pp	-0.4 pp
☆TPG Financial Advisors, LLC CIK 0001706669	0.483	81	0.3%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
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☆Abacus Wealth Partners, LLC CIK 0001978011	0.633	321	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
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☆GGM Financial LLC CIK 0002021722	0.308	265	0.1%	2	-0.4 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆BDFS Capital LLC CIK 0002112636	0.430	116	0.2%	2	+0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
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☆West Financial Advisors, LLC CIK 0001843684	0.831	224	0.4%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Napier Financial, LLC CIK 0002086579	0.647	472	0.3%	2	+0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆3Chopt Investment Partners, LLC CIK 0001978521	0.394	274	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327	0.831	84	0.3%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590	0.467	56	0.2%	5	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037	0.125	109	0.1%	3	-0.1 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272	0.895	4415	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043	0.473	77	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Fortis Group Advisors, LLC CIK 0001815183	0.142	619	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802	0.982	4085	0.0%	1	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
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☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961	0.653	550	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864	0.936	433	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258	0.643	234	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆IFP Advisors, Inc CIK 0001641866	0.492	5147	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Leo Wealth, LLC CIK 0001912202	0.425	452	0.0%	0	-5.6 pp	-6.1 pp	-5.8 pp	-5.8 pp
☆Bristlecone Advisors, LLC CIK 0001671716	0.543	233	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%	5	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Aviso Financial Inc. CIK 0002033534	0.665	273	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PW Nova Financial Services LLC CIK 0002127408	0.354	208	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆REGATTA CAPITAL GROUP, LLC CIK 0001911488	0.614	223	2.9%	5	+0.2 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆AMG National Trust Bank CIK 0001388829	0.744	439	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆TSFG, LLC CIK 0001800513	0.413	891	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171	0.505	281	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023	0.261	216	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	+0.0 pp
☆Cetera Investment Advisers CIK 0001666741	0.909	4863	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033	0.815	1369	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557	0.858	3900	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Fiera Capital Corp CIK 0001505817	0.842	401	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793	0.402	589	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974	0.685	1487	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616	0.537	80	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068	0.739	2253	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Sherman Asset Management, Inc. CIK 0001736535	0.391	136	0.6%	5	-0.0 pp	+0.0 pp	+0.2 pp	+0.3 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509	0.705	199	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆YANKCOM Partnership CIK 0002036975	0.405	308	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754	0.567	2475	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674	0.345	218	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446	0.680	1068	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966	0.518	1527	0.2%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.2 pp
☆Midwest Capital Advisors, LLC CIK 0002026480	0.399	210	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558	0.814	615	0.4%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Sageworth Trust Co CIK 0001482688	0.943	127	0.2%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Arax Advisory Partners CIK 0001586767	0.170	5155	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
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☆Savant Capital, LLC CIK 0001482880	0.851	1836	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Schaeffer Financial LLC CIK 0001898838	0.812	27	0.3%	3	+0.1 pp	+0.0 pp	+0.3 pp	+0.3 pp
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☆Fairway Wealth LLC CIK 0002019393	0.715	239	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Wells Financial Advisors INC CIK 0001844454	0.000	42	0.0%	0	+0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
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☆Five Pine Wealth Management CIK 0002041807	0.682	51	0.3%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Laurel Wealth Planning LLC CIK 0001842010	0.338	67	1.1%	5	-0.1 pp	-0.2 pp	-0.3 pp	-0.6 pp
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☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270	0.901	1741	0.0%	1	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
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☆Evergreen Wealth Partners LLC CIK 0002101006	0.278	89	0.2%	2	-0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917	0.984	4961	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601	0.738	120	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
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☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219	0.072	160	0.1%	1	+0.1 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119	0.588	1134	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944	0.791	1047	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Midway Capital Research & Management CIK 0002115416	0.312	114	0.1%	2	-0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862	0.853	296	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆J. Mark Nickell & Co. CIK 0001811161	0.446	30	0.3%	2	-0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
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☆WEBSTER BANK, N. A. CIK 0001105837	0.616	698	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Vanguard National Trust Co CIK 0001984256	0.877	787	0.2%	2	+0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124	0.983	4440	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948	0.700	1699	0.0%	0	-0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
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☆Verde Capital Management CIK 0001802891	0.578	80	6.6%	5	-8.0 pp	-9.1 pp	-9.4 pp	-9.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040	0.628	232	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851	0.274	102	0.9%	5	-0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073	0.797	1591	0.9%	7	-0.0 pp	-0.1 pp	-0.2 pp	-0.3 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186	0.825	1334	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584	0.772	211	0.0%	1	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
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☆Tower View Wealth Management LLC CIK 0001729045	0.311	205	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
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☆Wealthfront Advisers LLC CIK 0001763921	0.976	1119	0.5%	6	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864	0.225	2262	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Sage Mountain Advisors LLC CIK 0001832274	0.872	304	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆OKABENA INVESTMENT SERVICES INC CIK 0001157519	0.466	145	0.3%	3	+0.0 pp	+0.1 pp	+0.3 pp	+0.3 pp
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☆Clean Yield Group CIK 0001525865	0.299	395	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694	0.823	245	0.5%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089	0.398	195	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆D. SCOTT NEAL, INC. CIK 0001596920	0.750	58	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
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☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591	0.000	156	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.2 pp
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☆New England Private Wealth Advisors LLC CIK 0001582813	0.498	205	0.4%	5	-0.0 pp	-3.9 pp	-0.0 pp	+0.4 pp
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☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395	0.727	140	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆COREPATH WEALTH PARTNERS LLC CIK 0001845838	0.722	46	0.3%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.3 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	0.0%	6	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Piscataqua Savings Bank CIK 0001855835	0.236	412	0.1%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
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☆Aureum Wealth Management, LLC CIK 0002093444	0.383	62	0.3%	2	-0.0 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439	0.891	4732	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055	0.533	1333	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Wedmont Private Capital CIK 0001904274	0.771	949	0.1%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Clarius Group, LLC CIK 0001664214	0.831	384	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Xena Financial Planning, LLC CIK 0002101744	0.604	38	1.3%	2	+0.0 pp	+1.3 pp	+1.3 pp	+1.3 pp
☆ANB BANK CIK 0002067126	0.446	127	0.5%	6	+0.0 pp	-0.0 pp	-0.1 pp	-0.1 pp
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☆NewEdge Wealth, LLC CIK 0001861796	0.721	1215	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆RWA WEALTH PARTNERS, LLC CIK 0001544576	0.908	645	0.2%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
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☆Carnegie Investment Counsel CIK 0001511506	0.587	547	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PFG Investments, LLC CIK 0001973224	0.437	1295	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027	0.954	4062	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Quantinno Capital Management LP CIK 0001759654	0.879	3419	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409	0.534	210	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166	0.789	85	0.0%	0	+0.0 pp	-0.1 pp	-0.0 pp	-0.0 pp
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☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223	0.549	241	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230	0.913	2888	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆Nemes Rush Group LLC CIK 0001982273	0.516	945	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329	0.219	1471	0.1%	2	+0.0 pp	+0.1 pp	+0.1 pp	+0.1 pp
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☆Mascoma Wealth Management LLC CIK 0001695664	0.757	609	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104	0.946	4139	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309	0.156	321	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Stanich Group LLC CIK 0002023324	0.748	52	45.9%	5	+0.8 pp	-0.4 pp	+10.1 pp	-2.6 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973	0.539	157	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆VANGUARD GROUP INC CIK 0000102909	0.000	0	0.0%	0	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
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☆PROFFITT & GOODSON INC CIK 0001123812	0.781	294	0.4%	5	+0.0 pp	+0.1 pp	+0.0 pp	+0.0 pp
☆Farnam Financial LLC CIK 0002080267	0.372	53	1.4%	7	-0.1 pp	-0.1 pp	-0.2 pp	-0.3 pp
☆UMB Bank, n.a. CIK 0000933429	0.805	2303	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆PFG Advisors CIK 0001694435	0.248	791	0.1%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986	0.973	56	0.2%	5	-0.2 pp	-0.2 pp	+0.1 pp	+0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327	0.654	296	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443	0.610	108	2.4%	5	+0.3 pp	+0.4 pp	+0.8 pp	+0.9 pp
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☆InTrack Investment Management Inc CIK 0001847343	0.184	110	0.0%	0	+0.0 pp	-0.5 pp	-0.2 pp	-0.2 pp
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☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928	0.947	751	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆Hemington Wealth Management CIK 0001838234	0.822	1727	0.0%	0	+0.0 pp	+0.0 pp	-0.1 pp	-0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681	0.421	68	1.5%	5	+0.1 pp	+0.0 pp	-0.2 pp	+0.1 pp
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☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215	0.733	200	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115	0.118	765	2.0%	5	+0.8 pp	-0.3 pp	-0.6 pp	-2.7 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001	0.924	4888	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
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☆EQ LLC CIK 0001757605	0.412	87	1.5%	5	-0.1 pp	-0.4 pp	-0.7 pp	-1.0 pp
☆DOHJ, LLC CIK 0001801881	0.000	0	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.3 pp
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☆Breakwater Investment Management CIK 0002025925	0.462	600	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆AAF Wealth Management, LLC CIK 0001726609	0.752	57	0.2%	2	-0.1 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413	0.679	398	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995	0.144	177	0.1%	1	+0.1 pp	+0.1 pp	+0.0 pp	+0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423	0.735	1244	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆WFA of San Diego, LLC CIK 0001821407	0.186	94	0.0%	0	-0.1 pp	-0.1 pp	-0.1 pp	+0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223	0.178	1338	0.0%	5	-0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574	0.816	48	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590	0.657	144	0.1%	3	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096	0.453	97	0.2%	5	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆Caldwell Trust Co CIK 0002080218	0.488	811	0.0%	7	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109	0.681	2404	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Thayer Partners, LLC / MA CIK 0002010185	0.568	100	0.9%	2	+0.0 pp	+0.9 pp	+0.9 pp	+0.9 pp
☆Shepherd Financial Partners LLC CIK 0001696628	0.545	256	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆DeDora Capital, Inc. CIK 0001717658	0.515	129	0.3%	5	+0.3 pp	+0.3 pp	+0.3 pp	+0.3 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504	0.627	69	0.0%	0	+0.0 pp	-0.3 pp	-0.3 pp	-1.4 pp
☆Triumph Capital Management CIK 0001730765	0.195	1861	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189	0.651	273	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660	0.579	507	0.2%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816	0.791	651	0.0%	0	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529	0.995	715	1.7%	2	+0.1 pp	+1.7 pp	+1.7 pp	+1.7 pp
☆Seneschal Advisors, LLC CIK 0002039659	0.657	596	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037	0.641	702	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674	0.511	525	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
☆Goldenstone Wealth Management LLC CIK 0002109094	0.229	76	0.4%	2	+0.0 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Investors Research Corp CIK 0001730630	0.347	805	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555	0.693	120	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026	0.250	391	0.1%	3	+0.0 pp	-0.0 pp	+0.1 pp	+0.1 pp
☆Kilter Group LLC CIK 0002058915	0.349	1580	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236	0.000	104	0.0%	4	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484	0.491	1546	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆FSA Wealth Management LLC CIK 0001804256	0.827	574	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465	0.833	1410	0.0%	0	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Trust Point Inc. CIK 0001635633	0.568	463	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727	0.396	53	0.5%	5	+0.1 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948	0.028	3105	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Platt Investment Counsel, LLC CIK 0001859195	0.852	14	30.9%	5	+0.9 pp	-5.0 pp	-6.5 pp	-9.1 pp
☆Downshift Financial, LLC CIK 0002118380	0.484	660	0.2%	2	-0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Covestor Ltd CIK 0001909846	0.023	2832	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Creative Planning CIK 0001540235	0.979	4196	0.1%	5	+0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555	0.472	95	0.1%	1	+0.1 pp	-0.0 pp	-0.0 pp	+0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933	0.295	332	0.0%	0	-0.1 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆Keystone Financial Group CIK 0001729299	0.524	567	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501	0.473	3167	0.0%	4	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389	0.399	3140	0.0%	1	+0.0 pp	+0.0 pp	-0.0 pp	+0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777	0.973	4274	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783	0.775	79	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980	0.474	3174	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Merit Financial Group, LLC CIK 0001621225	0.728	2318	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055	0.497	363	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519	0.465	635	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Rock Point Advisors, LLC CIK 0001301540	0.271	123	0.5%	5	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432	0.361	514	0.0%	2	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149	0.399	1207	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Continuum Advisory, LLC CIK 0001846532	0.320	1986	0.1%	5	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695	0.822	123	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765	0.682	223	1.3%	5	+0.1 pp	+0.2 pp	+0.5 pp	+0.6 pp
☆Richardson Capital Management LLC CIK 0001621646	0.839	243	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	-0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044	0.865	36	0.4%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015	0.548	2027	0.0%	4	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Haverford Trust Co CIK 0000842941	0.805	424	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Ashford Advisors, LLC CIK 0001861158	0.927	23	1.0%	5	+0.0 pp	-3.5 pp	-3.5 pp	+0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468	0.526	305	0.0%	7	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254	0.943	292	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798	0.755	1422	0.0%	1	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086	0.719	535	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆SHP Wealth Management CIK 0001807060	0.763	1981	0.0%	2	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601	0.810	39	0.2%	5	-0.0 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087	0.610	57	1.6%	5	+0.2 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476	0.280	138	0.1%	1	+0.1 pp	-0.1 pp	-0.1 pp	-0.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158	0.202	781	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆RB Capital Management, LLC CIK 0001695582	0.450	201	0.1%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306	0.826	76	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379	0.744	215	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆UNION SAVINGS BANK CIK 0001985855	0.492	322	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587	0.394	78	0.2%	1	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228	0.289	377	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	+0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826	0.489	181	0.1%	5	+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 pp	-0.1 pp	-0.2 pp	-0.2 pp
☆Evolution Advisers, Inc. CIK 0001906967	0.776	943	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Ervin Investment Management, LLC CIK 0001907802	0.618	47	1.0%	5	+0.1 pp	-1.9 pp	+0.2 pp	+0.2 pp
☆Parcion Private Wealth LLC CIK 0001801263	0.489	529	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219	0.488	118	0.1%	1	+0.1 pp	+0.1 pp	+0.1 pp	+0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066	0.603	85	0.6%	5	+0.0 pp	-0.2 pp	-0.2 pp	-0.2 pp
☆Brookstone Capital Management CIK 0001599584	0.472	1305	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆FMR LLC CIK 0000315066	0.989	5571	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Brooklyn FI, LLC CIK 0001916123	0.652	434	0.9%	5	+0.0 pp	-0.1 pp	-0.1 pp	-0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242	0.443	1121	0.0%	0	-0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495	0.141	1384	2.9%	4	-0.1 pp	-0.3 pp	-0.4 pp	+2.9 pp
☆Institute for Wealth Management, LLC. CIK 0001533954	0.338	1763	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971	0.951	3335	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307	0.740	645	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571	0.623	914	0.3%	5	+0.0 pp	+0.0 pp	+0.1 pp	+0.1 pp
☆LPL Financial LLC CIK 0001403438	0.957	5996	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442	0.872	892	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Smithfield Trust Co CIK 0001019754	0.756	1080	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876	0.771	584	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747	0.500	1030	0.0%	5	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832	0.275	123	0.6%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.1 pp
☆ATMOS ADVISORY, LLC CIK 0001905162	0.831	20	1.6%	5	+0.2 pp	-0.1 pp	-0.2 pp	-0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393	0.619	3465	0.0%	3	+0.0 pp	-0.0 pp	+0.0 pp	+0.0 pp
☆&PARTNERS CIK 0000107136	0.806	2509	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456	0.791	980	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478	0.801	511	0.0%	3	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443	0.907	726	0.0%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250	0.557	452	0.1%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275	0.232	1942	0.0%	0	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518	0.567	656	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Glenview Trust Co CIK 0001691827	0.856	500	0.0%	5	+0.0 pp	+0.0 pp	+0.0 pp	-0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829	0.874	340	0.0%	1	+0.0 pp	+0.0 pp	+0.0 pp	+0.0 pp
☆Level Financial Advisors CIK 0001871734	0.644	95	0.1%	5	+0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472	0.568	967	0.0%	5	+0.0 pp	+0.0 pp	-0.0 pp	-0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264	0.848	425	0.0%	5	-0.0 pp	-0.0 pp	-0.0 pp	-0.0 pp
☆BAILARD, INC. CIK 0000750641	0.578	763	0.3%	5	+0.2 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Disciplined Investors, L.L.C. CIK 0002056242	0.221	145	0.2%	2	+0.0 pp	+0.2 pp	+0.2 pp	+0.2 pp
☆Andrews Advisory Associates, LLC CIK 0002110646	0.507	86	0.4%	2	+0.0 pp	+0.4 pp	+0.4 pp	+0.4 pp
☆Sellwood Investment Partners LLC CIK 0001763958	0.770	59	14.7%	5	-0.2 pp	-0.6 pp	-0.8 pp	-2.8 pp
☆Empower Advisory Group, LLC CIK 0001978885	0.959	532	0.0%	5	+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 CUSIP:921910733). Qtrs Held counts distinct quarters this fund has actually held CUSIP:921910733 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:921910733 position size. Δ columns are the percentage-point change in CUSIP:921910733'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