☆DBND
Flow ranking
Rank#1072
Score / z0.068 / 0.06
Consensus32.35 over 66 funds
Momentumnot computed
Price & positioning
226 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 53.0 | 0.5% | 5 | -0.0 pp | +0.1 pp | +0.2 pp | +0.3 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 35.7 | 0.0% | 6 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Boothe Investment Group, Inc. CIK 0001749798 | 0.579 | 38 | 34.4 | 10.8% | 5 | +0.8 pp | +0.1 pp | -0.0 pp | +0.4 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 32.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Seascape Capital Management CIK 0001418342 | 0.319 | 96 | 29.8 | 7.1% | 5 | -1.2 pp | -1.4 pp | -1.1 pp | -1.6 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 29.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 | 0.590 | 179 | 28.1 | 2.1% | 5 | -0.2 pp | +0.0 pp | -0.1 pp | -0.2 pp |
| ☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 | 0.471 | 145 | 23.8 | 5.9% | 5 | -0.8 pp | -0.7 pp | +0.1 pp | +0.2 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 22.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆SilverOak Wealth Management LLC CIK 0001764766 | 0.811 | 126 | 15.0 | 1.9% | 5 | +1.6 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 14.0 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 | 0.733 | 375 | 14.0 | 0.8% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.8 pp |
| ☆Journey Advisory Group, LLC CIK 0001840085 | 0.344 | 282 | 12.4 | 0.9% | 4 | -1.0 pp | +0.5 pp | +0.7 pp | +0.9 pp |
| ☆Holcombe Financial, Inc. CIK 0002056177 | 0.687 | 51 | 12.2 | 6.9% | 3 | -0.1 pp | -0.1 pp | +6.9 pp | +6.9 pp |
| ☆Stratos Wealth Advisors, LLC CIK 0001707202 | 0.393 | 638 | 10.8 | 0.6% | 5 | +0.0 pp | +0.2 pp | +0.3 pp | +0.3 pp |
| ☆Beckerman Institutional, LLC CIK 0002043468 | 0.343 | 124 | 10.7 | 5.1% | 5 | -0.3 pp | -0.4 pp | -0.4 pp | -0.7 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 10.7 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Visionary Wealth Advisors CIK 0001802984 | 0.494 | 666 | 10.4 | 0.4% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Aprio Wealth Management, LLC CIK 0001803519 | 0.465 | 635 | 10.3 | 0.5% | 5 | -0.1 pp | -0.1 pp | -0.3 pp | -0.3 pp |
| ☆Hippocratic Financial Advisors, LLC CIK 0002055803 | 0.834 | 39 | 9.2 | 3.5% | 5 | -0.3 pp | -0.4 pp | -0.1 pp | -0.0 pp |
| ☆Cravens & Co Advisors, LLC CIK 0001966116 | 0.407 | 67 | 8.6 | 5.8% | 5 | -0.7 pp | -0.7 pp | -1.2 pp | -1.5 pp |
| ☆Landmark Wealth Management, LLC CIK 0001728778 | 0.547 | 151 | 8.5 | 2.0% | 5 | -0.1 pp | -0.5 pp | -0.4 pp | -0.5 pp |
| ☆WADDELL & ASSOCIATES, LLC CIK 0001776757 | 0.777 | 543 | 7.7 | 0.4% | 6 | -0.0 pp | -0.1 pp | -0.3 pp | -0.5 pp |
| ☆Fortis Advisors, LLC CIK 0001697478 | 0.325 | 122 | 7.6 | 3.5% | 5 | -0.2 pp | -1.7 pp | -2.0 pp | -1.1 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 6.9 | 0.3% | 5 | -0.1 pp | -0.1 pp | -0.0 pp | -0.1 pp |
| ☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 | 0.531 | 1085 | 6.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Elyxium Wealth, LLC CIK 0002043538 | 0.051 | 298 | 6.3 | 0.7% | 5 | -1.3 pp | -0.8 pp | -1.1 pp | -1.5 pp |
| ☆OPTIMA CAPITAL LLC CIK 0002070972 | 0.173 | 165 | 5.7 | 2.2% | 6 | -0.5 pp | -0.2 pp | -1.8 pp | -1.6 pp |
| ☆Premier Path Wealth Partners, LLC CIK 0001999925 | 0.357 | 400 | 5.6 | 0.6% | 5 | -0.0 pp | -0.2 pp | -0.2 pp | -0.2 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 5.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 4.8 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 4.4 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.1 pp |
| ☆Vestmark Advisory Solutions, Inc. CIK 0001736982 | 0.556 | 1464 | 4.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BlueChip Wealth Advisors LLC CIK 0002015578 | 0.220 | 172 | 3.9 | 1.5% | 5 | -0.2 pp | +0.1 pp | +0.3 pp | +0.3 pp |
| ☆January Capital Advisors LLC CIK 0001855967 | 0.065 | 55 | 3.8 | 3.2% | 1 | +3.2 pp | +3.2 pp | +3.2 pp | +3.2 pp |
| ☆Cornerstone Wealth Group, LLC CIK 0001774879 | 0.483 | 496 | 3.8 | 0.2% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Austin Wealth Management, LLC CIK 0002003112 | 0.631 | 126 | 3.0 | 0.6% | 5 | -0.1 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 2.9 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vise Technologies, Inc. CIK 0001812090 | 0.362 | 1774 | 2.8 | 0.0% | 1 | +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 | 2.3 | 0.0% | 7 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 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 | 2.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENTREWEALTH, LLC CIK 0002052200 | 0.265 | 140 | 1.8 | 0.7% | 5 | +0.2 pp | +0.2 pp | +0.1 pp | -0.1 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 1.7 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pettinga Financial Advisors LLC CIK 0001694592 | 0.450 | 156 | 1.7 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 1.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆L & S Advisors Inc CIK 0001392364 | 0.047 | 236 | 1.5 | 0.2% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Centurion Wealth Management LLC CIK 0001951368 | 0.226 | 283 | 1.4 | 0.3% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.3 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 1.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Smartleaf Asset Management LLC CIK 0002010393 | 0.619 | 3465 | 1.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆Beaumont Financial Advisors, LLC CIK 0001957394 | 0.396 | 383 | 1.3 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Algorithmic Investment Models, LLC CIK 0001806628 | 0.185 | 35 | 1.2 | 1.4% | 5 | -0.1 pp | -0.1 pp | +0.5 pp | +0.5 pp |
| ☆Blue Line Capital, LLC / IL CIK 0002111406 | 0.085 | 75 | 1.1 | 0.9% | 2 | +0.5 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Essential Planning, LLC. CIK 0001949824 | 0.669 | 87 | 1.0 | 0.3% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 | 0.422 | 134 | 0.9 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 | 0.047 | 215 | 0.9 | 0.4% | 2 | +0.2 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 | 0.614 | 744 | 0.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Barnes Wealth Management Group, Inc CIK 0002066194 | 0.212 | 195 | 0.6 | 0.3% | 6 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 0.073 | 1051 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.6 | 0.3% | 6 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 | 0.617 | 1799 | 0.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 | 0.364 | 177 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 | 0.917 | 2781 | 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 |
| ☆Gotham Asset Management, LLC CIK 0001510387 | 0.825 | 1791 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Wealth Partners, Ltd. CIK 0001720777 | 0.444 | 1460 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Stonehearth Capital Management, LLC CIK 0001550191 | 0.486 | 94 | 0.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆MANCHESTER FINANCIAL INC CIK 0000866590 | 0.657 | 144 | 0.4 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Stewardship Advisors, LLC CIK 0001733219 | 0.409 | 175 | 0.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Joseph P. Lucia & Associates, LLC CIK 0001775391 | 0.295 | 188 | 0.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Forum Finance Group S.A. CIK 0002133354 | 0.102 | 344 | 0.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Triumph Capital Management CIK 0001730765 | 0.195 | 1861 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆NWF Advisory Services Inc. CIK 0002045735 | 0.429 | 452 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆First Financial Group Corp CIK 0002054920 | 0.407 | 81 | 0.2 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Krilogy Financial LLC CIK 0001659047 | 0.581 | 1060 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.2 | 0.0% | 1 | +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 |
| ☆IMA Advisory Services, Inc. CIK 0001455495 | 0.141 | 1384 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 | 0.064 | 377 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 | 0.079 | 1191 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.474 | 2266 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Meramec Financial Planners, LLC CIK 0002100778 | 0.453 | 550 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.0 | 0.0% | 5 | -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 |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 0.0% | 5 | -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 |
| ☆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 |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CW Advisors, LLC CIK 0001904976 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 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 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.615 | 252 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Clear Creek Financial Management, LLC CIK 0001784235 | 0.237 | 642 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Bristlecone Advisors, LLC CIK 0001671716 | 0.543 | 233 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.3 pp | -0.2 pp |
| ☆Jaffetilchin Investment Partners, LLC CIK 0001404652 | 0.467 | 461 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 | 0.317 | 141 | 0.0 | 0.0% | 0 | +0.0 pp | -0.4 pp | -0.3 pp | -0.3 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 0.0 | 0.0% | 0 | -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 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.0 | 0.0% | 0 | -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 | +0.0 pp | +0.0 pp | +0.0 pp | -0.3 pp |
| ☆AMERIFLEX GROUP, INC. CIK 0002057637 | 0.138 | 1574 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆Beacon Capital Management, Inc. CIK 0001575301 | 0.705 | 133 | 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 |
| ☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 | 0.240 | 139 | 0.0 | 0.0% | 0 | -0.4 pp | -0.4 pp | -0.4 pp | -0.5 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 0.0 | 0.0% | 0 | -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% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 | 0.619 | 335 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clayton Financial Group LLC CIK 0002011212 | 0.402 | 65 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.0 | 0.0% | 0 | -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 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Triad Wealth Partners, LLC CIK 0002012717 | 0.205 | 553 | 0.0 | 0.0% | 0 | +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 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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