☆DGCB
Flow ranking
Rank#17222
Score / z0.000 / -0.00
Consensus41.89 over 72 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Vestmark Advisory Solutions, Inc. CIK 0001736982 | 0.556 | 1464 | 80.2 | 1.5% | 2 | -0.6 pp | +1.5 pp | +1.5 pp | +1.5 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 | 44.8 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 37.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 32.4 | 1.5% | 3 | -0.0 pp | +0.5 pp | +1.5 pp | +1.5 pp |
| ☆DiNuzzo Private Wealth, Inc. CIK 0001994563 | 0.859 | 1347 | 17.9 | 2.0% | 2 | -0.1 pp | +2.0 pp | +2.0 pp | +2.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 13.7 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆NewEdge Advisors, LLC CIK 0001633516 | 0.773 | 4198 | 13.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Mattern Wealth Management LLC CIK 0001802376 | 0.596 | 183 | 12.9 | 2.6% | 2 | +0.1 pp | +2.6 pp | +2.6 pp | +2.6 pp |
| ☆DRAVO BAY LLC CIK 0001910389 | 0.779 | 51 | 12.0 | 5.3% | 2 | +0.1 pp | +5.3 pp | +5.3 pp | +5.3 pp |
| ☆Wealth Advisors Northwest LLC CIK 0002053892 | 0.732 | 65 | 10.8 | 5.2% | 2 | +0.5 pp | +5.2 pp | +5.2 pp | +5.2 pp |
| ☆OneDigital Investment Advisors LLC CIK 0001690370 | 0.718 | 1563 | 10.0 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 8.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 | 0.619 | 424 | 8.2 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Outbound Financial Inc CIK 2144328 | 0.605 | 45 | 7.6 | 6.2% | 1 | +6.2 pp | +6.2 pp | +6.2 pp | +6.2 pp |
| ☆SageOak Financial, LLC CIK 0002055829 | 0.796 | 36 | 6.7 | 4.9% | 2 | -0.0 pp | +4.9 pp | +4.9 pp | +4.9 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 6.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vantage Point Financial LLC CIK 0002048892 | 0.331 | 185 | 5.0 | 1.9% | 2 | -0.0 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Kestra Investment Management, LLC CIK 0001962449 | 0.716 | 519 | 4.6 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 | 0.843 | 91 | 4.5 | 1.9% | 2 | -0.0 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 3.6 | 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 | 3.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 | 0.149 | 274 | 3.5 | 1.4% | 2 | +1.2 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 3.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 | 0.325 | 97 | 3.1 | 2.0% | 2 | -0.2 pp | +2.0 pp | +2.0 pp | +2.0 pp |
| ☆Simplicity Wealth,LLC CIK 0001913243 | 0.194 | 1022 | 2.9 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Meredith Wealth Planning CIK 0001956471 | 0.812 | 74 | 2.8 | 0.9% | 2 | +0.1 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Stratos Investment Management, LLC CIK 0001707206 | 0.673 | 382 | 2.6 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 | 0.635 | 1040 | 2.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EverSource Wealth Advisors, LLC CIK 0001710537 | 0.381 | 4385 | 2.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 2.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Austin Private Wealth, LLC CIK 0001800328 | 0.622 | 265 | 2.0 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Sowell Financial Services LLC CIK 0001633697 | 0.482 | 1162 | 1.8 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 1.7 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 1.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Two West Capital Advisors LLC CIK 0002026617 | 0.504 | 101 | 1.3 | 0.8% | 2 | +0.1 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 1.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Smartleaf Asset Management LLC CIK 0002010393 | 0.619 | 3465 | 1.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Copperleaf Capital, LLC CIK 0001802225 | 0.175 | 114 | 1.3 | 0.6% | 2 | +0.1 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 1.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 1.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Daner Wealth Management, LLC CIK 0001956649 | 0.607 | 96 | 1.1 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Porter White Investment Advisors, Inc. CIK 0001612457 | 0.802 | 40 | 1.1 | 0.5% | 3 | +0.2 pp | +0.3 pp | +0.5 pp | +0.5 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 1.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 0.9 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 | 0.746 | 148 | 0.9 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 | 0.318 | 200 | 0.8 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆RCS Financial Planning, LLC CIK 0001963347 | 0.546 | 102 | 0.7 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Aspire Private Capital, LLC CIK 0001767340 | 0.395 | 175 | 0.6 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Werba Rubin Papier Wealth Management CIK 0001971029 | 0.660 | 309 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nalls Sherbakoff Group, LLC CIK 0001767500 | 0.297 | 378 | 0.5 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 | 0.439 | 707 | 0.5 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Hershey Financial Advisers, LLC CIK 0002034214 | 0.009 | 85 | 0.5 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Triad Wealth Partners, LLC CIK 0002012717 | 0.205 | 553 | 0.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beacon Pointe Advisors, LLC CIK 0001744317 | 0.792 | 1868 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 | 0.885 | 3272 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆USAdvisors Wealth Management, LLC CIK 0001735605 | 0.275 | 144 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Abel Hall, LLC CIK 0002013339 | 0.148 | 955 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clarity Capital Advisors, LLC CIK 0002011219 | 0.512 | 95 | 0.4 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Strategic Wealth Partners, Ltd. CIK 0001720777 | 0.444 | 1460 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Advisor Solutions, LLC CIK 0001868872 | 0.885 | 1243 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MGO ONE SEVEN LLC CIK 0001731444 | 0.481 | 1537 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Index Fund Advisors, Inc. CIK 0001665097 | 0.956 | 135 | 0.2 | 0.0% | 1 | +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 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pathstone Holdings, LLC CIK 0002011612 | 0.785 | 2324 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Selective Wealth Management, Inc. CIK 0001755670 | 0.654 | 136 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Concord Wealth Partners CIK 0001814214 | 0.457 | 885 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Millstone Evans Group, LLC CIK 0002041943 | 0.218 | 877 | 0.1 | 0.1% | 2 | -0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆COMERICA BANK CIK 0000901541 | 0.812 | 3711 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Washington Trust Advisors, Inc. CIK 0001900099 | 0.616 | 724 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 | 0.524 | 127 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆City State Bank CIK 0001910666 | 0.322 | 809 | 0.1 | 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% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rialto Wealth Management, LLC CIK 0002054966 | 0.498 | 1934 | 0.0 | 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 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Betterment LLC CIK 0001633901 | 0.437 | 675 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PINNEY & SCOFIELD, INC. CIK 0002056763 | 0.694 | 232 | 0.0 | 0.0% | 2 | -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 |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 | 0.495 | 1559 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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