☆DBC
Flow ranking
Rank#16223
Score / z0.000 / -0.02
Consensus84.89 over 146 funds
Momentumnot computed
Price & positioning
227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
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 ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆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 | 94.9 | 0.0% | 6 | -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 | 81.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 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 | 43.9 | 0.0% | 7 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 37.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighVista Strategies LLC CIK 0001335325 | 0.080 | 147 | 28.2 | 6.4% | 5 | -2.0 pp | +0.3 pp | -1.5 pp | -5.1 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 21.3 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 | 0.895 | 2872 | 14.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Palumbo Wealth Management LLC CIK 0001846310 | 0.303 | 237 | 12.7 | 2.7% | 5 | -0.8 pp | -0.0 pp | -0.7 pp | -0.5 pp |
| ☆Man Group plc CIK 0001637460 | 0.631 | 2032 | 12.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Avos Capital Management, LLC CIK 0001948622 | 0.794 | 22 | 11.8 | 4.9% | 5 | -0.2 pp | +0.9 pp | +0.6 pp | +0.7 pp |
| ☆Virtu Financial LLC CIK 0001533964 | 0.177 | 1548 | 11.8 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 | 0.902 | 2482 | 11.7 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 11.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cordant, Inc. CIK 0001830942 | 0.704 | 353 | 11.2 | 4.0% | 5 | -1.2 pp | -0.1 pp | -0.5 pp | -0.5 pp |
| ☆Redhawk Wealth Advisors, Inc. CIK 0001535811 | 0.085 | 408 | 10.7 | 1.1% | 5 | +0.8 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 10.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 8.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 | 0.572 | 117 | 7.5 | 0.3% | 5 | -0.1 pp | -0.0 pp | -0.2 pp | -0.2 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 6.7 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 6.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Fund Evaluation Group, LLC CIK 0001356249 | 0.924 | 80 | 4.9 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 4.9 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 4.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Gladwyn Financial Advisors, Inc. CIK 0002078684 | 0.560 | 82 | 4.7 | 2.9% | 4 | -0.4 pp | -0.2 pp | -0.3 pp | +2.9 pp |
| ☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 | 0.084 | 390 | 4.7 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Marino Management, LLC CIK 0001845680 | 0.934 | 11 | 4.1 | 0.9% | 2 | +0.0 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 3.8 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 3.5 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lido Advisors, LLC CIK 0001650150 | 0.880 | 1849 | 3.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 | 0.785 | 162 | 3.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 3.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CSS LLC/IL CIK 0001103646 | 0.116 | 766 | 3.0 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 2.9 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 | 0.733 | 1017 | 2.9 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Global Endowment Management, LP CIK 0001512237 | 0.755 | 72 | 2.9 | 0.3% | 5 | -0.0 pp | +0.0 pp | -0.1 pp | -0.0 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 2.9 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 | 0.907 | 1310 | 2.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Neuberger Berman Group LLC CIK 0001465109 | 0.900 | 2283 | 2.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 | 0.245 | 875 | 2.6 | 0.1% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 2.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 2.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Caprock Group, LLC CIK 0001610769 | 0.496 | 1234 | 2.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 2.4 | 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 | 2.3 | 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 | 2.2 | 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 | 2.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pathstone Holdings, LLC CIK 0002011612 | 0.785 | 2324 | 1.9 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆CIBC Bancorp USA Inc. CIK 0001711924 | 0.876 | 1843 | 1.9 | 0.0% | 1 | +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 | 1.9 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Hilltop Holdings Inc. (HTH) CIK 0001265131 | 0.241 | 672 | 1.8 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 | 0.856 | 5105 | 1.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 | 0.764 | 1928 | 1.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 1.7 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CIBC WORLD MARKET INC. CIK 0001421224 | 0.893 | 1469 | 1.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 1.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BKM Wealth Management, LLC CIK 0002007263 | 0.267 | 148 | 1.5 | 0.5% | 5 | -0.2 pp | -0.1 pp | -0.0 pp | -0.0 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 1.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆&PARTNERS CIK 0000107136 | 0.806 | 2509 | 1.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arrow Investment Advisors, LLC CIK 0001378410 | 0.351 | 75 | 1.2 | 1.2% | 2 | -0.3 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 1.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 1.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 1.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆IPG Investment Advisors LLC CIK 0001602237 | 0.229 | 268 | 1.1 | 0.2% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆Atlas Legacy Advisors, LLC CIK 0002054111 | 0.530 | 208 | 1.1 | 0.2% | 5 | -0.1 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 0.574 | 373 | 1.0 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NewEdge Wealth, LLC CIK 0001861796 | 0.721 | 1215 | 1.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 1.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆J.Safra Asset Management Corp CIK 0001535293 | 0.824 | 633 | 1.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OPPENHEIMER & CO INC CIK 0000822581 | 0.633 | 1759 | 0.9 | 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 | 0.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kingsview Wealth Management, LLC CIK 0001791965 | 0.553 | 1409 | 0.9 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Main Street Financial Solutions, LLC CIK 0001763350 | 0.454 | 595 | 0.9 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Bleakley Financial Group, LLC CIK 0001936953 | 0.667 | 944 | 0.9 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sunpointe, LLC CIK 0002012181 | 0.156 | 281 | 0.9 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Basecamp Wealth Advisors LLC CIK 2115254 | 0.611 | 1822 | 0.8 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 0.8 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆IEQ CAPITAL, LLC CIK 0001779789 | 0.694 | 2011 | 0.8 | 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 | 0.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 0.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MATHER GROUP, LLC. CIK 0001527641 | 0.713 | 1894 | 0.8 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHOREO, LLC CIK 0001679031 | 0.797 | 1690 | 0.7 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 0.7 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 0.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆National Philanthropic Trust CIK 0001785342 | 0.575 | 409 | 0.6 | 0.0% | 7 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cresset Asset Management, LLC CIK 0001761013 | 0.933 | 1667 | 0.6 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 | 0.901 | 1741 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Prime Capital Investment Advisors, LLC CIK 0001731446 | 0.680 | 1068 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BLAIR WILLIAM & CO/IL CIK 0000902367 | 0.856 | 1998 | 0.6 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Savant Capital, LLC CIK 0001482880 | 0.851 | 1836 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cardinal Point Capital Management ULC CIK 0001950841 | 0.694 | 294 | 0.5 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Sonoma Private Wealth LLC CIK 0001965757 | 0.212 | 72 | 0.5 | 0.6% | 5 | -0.1 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Perigon Wealth Management, LLC CIK 0001575239 | 0.680 | 1411 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mesirow Financial Investment Management, Inc. CIK 0001469475 | 0.734 | 529 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Maia Wealth LLC CIK 0002010858 | 0.212 | 354 | 0.5 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆Archvest Wealth Advisors, Inc. CIK 0001910174 | 0.553 | 73 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Knollwood Investment Advisory, LLC CIK 0001999346 | 0.406 | 270 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 0.073 | 1051 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HUNTINGTON NATIONAL BANK CIK 0000049205 | 0.827 | 4753 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIRST MANHATTAN CO. LLC. CIK 0000728083 | 0.952 | 742 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PFG Investments, LLC CIK 0001973224 | 0.437 | 1295 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆NORTHLAND SECURITIES, INC. CIK 0001006938 | 0.090 | 117 | 0.5 | 0.3% | 2 | -0.2 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Callan Family Office, LLC CIK 0001938970 | 0.625 | 1226 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Ballentine Partners, LLC CIK 0001374889 | 0.936 | 1078 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆MGO ONE SEVEN LLC CIK 0001731444 | 0.481 | 1537 | 0.4 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BROWN ADVISORY INC CIK 0001345929 | 0.906 | 1447 | 0.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Weaver Consulting Group CIK 0001780055 | 0.312 | 297 | 0.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Greykasell Wealth Strategies, Inc. CIK 0002041220 | 0.272 | 483 | 0.4 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆American State Bank (Iowa) CIK 0002122473 | 0.272 | 139 | 0.4 | 0.2% | 7 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 0.4 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Intellectus Partners, LLC CIK 0001677253 | 0.268 | 316 | 0.4 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.4 | 0.0% | 6 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 | 0.617 | 1799 | 0.4 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quantum Portfolio Management LLC CIK 0002003672 | 0.106 | 522 | 0.4 | 0.1% | 2 | -0.1 pp | +0.1 pp | +0.0 pp | +0.1 pp |
| ☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 | 0.520 | 555 | 0.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 0.633 | 1814 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 | 0.378 | 383 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.4 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Opus Financial Solutions LLC CIK 0001934041 | 0.178 | 111 | 0.3 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 | 0.946 | 4139 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bulltick Wealth Management, LLC CIK 0001912448 | 0.237 | 134 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆FSM Wealth Advisors, LLC CIK 0001942548 | 0.597 | 344 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Clientfirst Wealth Management, LLC CIK 0001915494 | 0.666 | 53 | 0.3 | 0.3% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Baird Financial Group, Inc. CIK 0001648711 | 0.921 | 1924 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Runnymede Capital Advisors, Inc. CIK 0002054540 | 0.341 | 77 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Innova Wealth Partners CIK 0001888831 | 0.101 | 167 | 0.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Ethos Financial Group, LLC CIK 0001954242 | 0.258 | 648 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.473 | 2266 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Index Technologies Group LLC CIK 0002095322 | 0.040 | 275 | 0.3 | 0.2% | 2 | -0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Regal Investment Advisors LLC CIK 0001559789 | 0.425 | 647 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Insight Advisors, LLC/ PA CIK 0001844880 | 0.630 | 241 | 0.3 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPWealth LLP CIK 0001950118 | 0.866 | 103 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 | 0.588 | 84 | 0.3 | 0.1% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Avondale Wealth Management CIK 0001738720 | 0.647 | 66 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 | 0.600 | 716 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Maltin Wealth Management, Inc. CIK 0001764260 | 0.295 | 146 | 0.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Independent Advisor Alliance CIK 0001696899 | 0.044 | 1054 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CHAPIN DAVIS, INC. CIK 0000872098 | 0.098 | 256 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ancora Advisors LLC CIK 0001446114 | 0.489 | 2040 | 0.3 | 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 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆True North Advisors, LLC CIK 0001634556 | 0.493 | 291 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 | 0.556 | 360 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Versant Capital Management, Inc CIK 0001735057 | 0.400 | 2745 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Blue Trust, Inc. CIK 0001856022 | 0.912 | 2446 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIDUCIARY ADVISORS, INC. CIK 0002047030 | 0.599 | 155 | 0.1 | 0.1% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 | 0.412 | 2359 | 0.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Solstein Capital, LLC CIK 0001730769 | 0.250 | 434 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Covestor Ltd CIK 0001909846 | 0.023 | 2832 | 0.1 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Wealth Asset Management, LLC CIK 0001883006 | 0.617 | 930 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 | 0.481 | 2749 | 0.1 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Asset Dedication, LLC CIK 0001475896 | 0.787 | 1242 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Granite FO LLC CIK 0002034090 | 0.642 | 171 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUMMER ROAD LLC CIK 0001604873 | 0.856 | 21 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Caitlin John, LLC CIK 0002010947 | 0.012 | 991 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tower Research Capital LLC (TRC) CIK 0001533421 | 0.051 | 5180 | 0.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEBSTER BANK, N. A. CIK 0001105837 | 0.616 | 698 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beacon Capital Management, Inc. CIK 0001575301 | 0.705 | 133 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nalls Sherbakoff Group, LLC CIK 0001767500 | 0.297 | 378 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AMERIFLEX GROUP, INC. CIK 0002057637 | 0.138 | 1574 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 | 0.439 | 707 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 | 0.183 | 930 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TD Capital Management LLC CIK 0001483824 | 0.737 | 797 | 0.0 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SOA Wealth Advisors, LLC. CIK 0001849444 | 0.541 | 892 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TD Waterhouse Canada Inc. CIK 0001999606 | 0.893 | 2405 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 | 0.825 | 1818 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Federation des caisses Desjardins du Quebec CIK 0002022297 | 0.840 | 3021 | 0.0 | 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 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.0 | 0.0% | 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 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IMA Advisory Services, Inc. CIK 0001455495 | 0.141 | 1384 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 | 0.439 | 702 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Signature Resources Capital Management, LLC CIK 0001940917 | 0.639 | 703 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 0.225 | 2262 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 | 0.601 | 985 | 0.0 | 0.0% | 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 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Larson Financial Group LLC CIK 0001731061 | 0.550 | 3722 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆TSFG, LLC CIK 0001800513 | 0.413 | 891 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆McMillan Office, Inc. CIK 0002109205 | 0.725 | 507 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 | 0.464 | 865 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 | 0.897 | 1126 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Noble Wealth Management PBC CIK 0002055065 | 0.125 | 771 | 0.0 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Smartleaf Asset Management LLC CIK 0002010393 | 0.619 | 3465 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Wealth Partners, Ltd. CIK 0001720777 | 0.444 | 1460 | 0.0 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 | 0.258 | 508 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Abound Wealth Management CIK 0001950323 | 0.745 | 1359 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 | 0.787 | 1418 | 0.0 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Key FInancial Inc CIK 0001801720 | 0.372 | 1356 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Institute for Wealth Management, LLC. CIK 0001533954 | 0.338 | 1763 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Key Capital Management, INC CIK 0002107249 | 0.369 | 726 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Janney Montgomery Scott LLC CIK 0001329948 | 0.028 | 3105 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cape Investment Advisory, Inc. CIK 0001944437 | 0.224 | 1449 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 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% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆MATAURO, LLC CIK 0002052964 | 0.684 | 158 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Tidemark, LLC CIK 0002009591 | 0.305 | 935 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Guerra Advisors Inc CIK 0002055363 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Arkadios Wealth Advisors CIK 0001800798 | 0.458 | 1680 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Atria Wealth Solutions, Inc. CIK 0001927543 | 0.273 | 1461 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆NATIXIS ADVISORS, LLC CIK 0001018331 | 0.079 | 1819 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆SIMPLEX TRADING, LLC CIK 0001488542 | 0.062 | 2733 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 | 0.085 | 1236 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆CIBC Private Wealth Group LLC CIK 0001298088 | 0.914 | 3397 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Rise Advisors, LLC CIK 0001831316 | 0.684 | 103 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆CGC Financial Services, LLC CIK 0001992785 | 0.572 | 337 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Aureus Asset Management, LLC CIK 0001381296 | 0.571 | 239 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆Point72 Asset Management, L.P. CIK 0001603466 | 0.241 | 1978 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CERTUITY, LLC CIK 0001800752 | 0.558 | 672 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆COMERICA BANK CIK 0000901541 | 0.812 | 3711 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wilmington Savings Fund Society, FSB CIK 0000900974 | 0.685 | 1487 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Opal Wealth Advisors, LLC CIK 0001844201 | 0.649 | 224 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆SIERRA OCEAN, LLC CIK 0002051715 | 0.582 | 72 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Wealthspire Advisors, LLC CIK 0001646247 | 0.767 | 1298 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Cannell & Spears LLC CIK 0001426319 | 0.634 | 445 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WHITTIER TRUST CO CIK 0001137881 | 0.805 | 1354 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Parkside Financial Bank & Trust CIK 0001455267 | 0.615 | 2697 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 | 0.917 | 2781 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Mechanics Bank Trust Department CIK 0001439743 | 0.430 | 211 | 0.0 | 0.0% | 0 | +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 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 | 0.279 | 459 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆NWAM LLC CIK 0001655006 | 0.392 | 684 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Synergy Asset Management, LLC CIK 0001699080 | 0.127 | 274 | 0.0 | 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 | 0.0% | 0 | -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 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆GROUP ONE TRADING LLC CIK 0000932540 | 0.041 | 2157 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆TopTier Wealth Management, LLC CIK 0002109367 | 0.278 | 133 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bienville Capital Management, LLC CIK 0001605070 | 0.131 | 92 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Quadrature Capital Ltd CIK 0001651424 | 0.000 | 1542 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 | 0.871 | 2359 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Narus Financial Partners, LLC CIK 0001698091 | 0.551 | 177 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIGNATUREFD, LLC CIK 0001456048 | 0.915 | 3484 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Militia Capital Partners, LP CIK 0001837496 | 0.040 | 182 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Dunhill Financial, LLC CIK 0001948904 | 0.569 | 1617 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆LOM Asset Management Ltd CIK 0002077907 | 0.225 | 279 | 0.0 | 0.0% | 0 | -0.5 pp | -0.4 pp | -0.4 pp | +0.0 pp |
| ☆Brookwood Investment Group LLC CIK 0002066812 | 0.241 | 513 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆XTX Topco Ltd CIK 0001828301 | 0.023 | 4087 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 | 0.240 | 450 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆eCIO, Inc. CIK 0001830823 | 0.330 | 46 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Creekmur Asset Management LLC CIK 0002013091 | 0.963 | 6 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆SageView Advisory Group, LLC CIK 0001914558 | 0.814 | 615 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 | 0.835 | 21 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -1.1 pp |
| ☆Jessup Wealth Management, Inc CIK 0001963536 | 0.414 | 81 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.0 | 0.0% | 0 | -0.0 pp | -0.1 pp | -0.0 pp | +0.0 pp |
| ☆SCS Capital Management LLC CIK 0001303159 | 0.917 | 485 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆IFG Advisory, LLC CIK 0001728319 | 0.000 | 2358 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 | 0.337 | 183 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 | 0.650 | 752 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 | 0.757 | 602 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 0.340 | 789 | 0.0 | 0.0% | 0 | -0.1 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Financial Management Professionals, Inc. CIK 0001568132 | 0.588 | 1054 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆TrueWealth Advisors, LLC CIK 0001817714 | 0.496 | 235 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆M Holdings Securities, Inc. CIK 0001569638 | 0.030 | 148 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆STEPHENS INC /AR/ CIK 0000757657 | 0.689 | 1332 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆First Horizon Advisors, Inc. CIK 0001588539 | 0.589 | 2345 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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