☆EMR
Flow ranking
Rank#5233
Score / z0.000 / -0.03
Consensus35.07 over 73 funds
Momentumno 12m return
Price & positioning
226 cached closes, trailing year
Drawdownno history
Short interest-7% / 3.5d
Forensics
Clean
as of 2026Q3
Accrual ratio-0.017
F-score—
M-score—
Net issuance-27.3%
Insider
No Form 4 activity on file for this ticker.
8-K events
Negative / total0 / 1
| Filed | Form | Items |
|---|---|---|
| 2026-08-04 | 8-K | 2.02, 9.01 |
| 2026-05-05 | 8-K | 2.02, 5.02, 7.01, 9.01 |
| 2026-02-13 | 8-K | 1.01, 2.03, 9.01 |
| 2026-02-06 | 8-K | 5.07 |
| 2026-02-03 | 8-K | 2.02, 9.01 |
| 2025-11-20 | 8-K | 2.02, 9.01 |
| 2025-11-14 | 8-K | 5.02 |
| 2025-11-05 | 8-K | 2.02, 8.01, 9.01 |
| 2025-08-06 | 8-K | 2.02, 9.01 |
| 2025-05-07 | 8-K | 2.02, 9.01 |
Showing the 10 most recent.
Ownership
13D / 13G / dilution0 / 0 / 0
| Filed | Form | Filer |
|---|---|---|
| 2025-02-27 | 424B5 | EMERSON ELECTRIC CO |
| 2025-02-27 | 424B5 | EMERSON ELECTRIC CO |
| 2025-02-25 | 424B5 | EMERSON ELECTRIC CO |
| 2025-02-25 | 424B5 | EMERSON ELECTRIC CO |
| 2021-12-09 | 424B5 | EMERSON ELECTRIC CO |
| 2021-12-07 | 424B5 | EMERSON ELECTRIC CO |
| 2020-09-21 | 424B5 | EMERSON ELECTRIC CO |
| 2020-09-17 | 424B5 | EMERSON ELECTRIC CO |
| 2020-04-28 | 424B5 | EMERSON ELECTRIC CO |
| 2020-04-27 | 424B5 | EMERSON ELECTRIC CO |
Showing the 10 most recent.
LLM reads
Ticker EvalMixed
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 | 1,883.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 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 | 1,408.8 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 | 0.925 | 1050 | 568.7 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 375.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 250.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 206.8 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 115.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 | 0.958 | 1061 | 96.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 | 0.941 | 3002 | 94.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 87.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Employees Provident Fund Board CIK 0001600177 | 0.852 | 68 | 78.1 | 0.9% | 2 | +0.6 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 58.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 | 0.903 | 762 | 47.8 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 38.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DANSKE BANK A/S CIK 0000800177 | 0.902 | 1138 | 28.6 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 27.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 | 0.793 | 591 | 23.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 21.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 17.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 16.2 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆IFM Investors Pty Ltd CIK 0001698246 | 0.822 | 641 | 13.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 | 0.898 | 10 | 11.0 | 4.9% | 1 | +4.9 pp | +4.9 pp | +4.9 pp | +4.9 pp |
| ☆Henshaw Capital LLC CIK 0002131483 | 0.689 | 160 | 9.3 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆ALLIANZ SE CIK 0001127508 | 0.910 | 519 | 9.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Generali Asset Management SPA SGR CIK 0002046751 | 0.647 | 526 | 7.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 | 0.678 | 616 | 7.6 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 7.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 | 0.389 | 90 | 7.4 | 2.8% | 1 | +2.8 pp | +2.8 pp | +2.8 pp | +2.8 pp |
| ☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 | 0.823 | 1023 | 7.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 | 0.940 | 15 | 6.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wealthfront Advisers LLC CIK 0001763921 | 0.976 | 1119 | 6.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rakuten Investment Management, Inc. CIK 0002062680 | 0.973 | 467 | 5.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ABN AMRO Bank N.V. CIK 0001561082 | 0.622 | 231 | 5.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 5.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Swiss Life Asset Management Ltd CIK 0001637689 | 0.827 | 1641 | 4.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆First Nebraska Trust Co CIK 2134841 | 0.657 | 231 | 3.7 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 | 0.418 | 107 | 3.5 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Caldwell Trust Co CIK 0002080218 | 0.488 | 811 | 3.5 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 | 0.000 | 55 | 3.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CCM INVESTMENT GROUP, LLC CIK 0002067069 | 0.658 | 207 | 2.6 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 2.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 1.7 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 | 0.440 | 254 | 1.6 | 0.8% | 2 | -0.2 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 | 0.743 | 108 | 1.6 | 0.3% | 2 | -0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Ransom Advisory, Ltd CIK 0002065136 | 0.308 | 433 | 1.5 | 0.8% | 2 | -0.0 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Painted Porch Advisors LLC CIK 0002024585 | 0.737 | 75 | 1.5 | 0.6% | 2 | -0.3 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆ANB BANK CIK 0002067126 | 0.446 | 127 | 1.3 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Mraz, Amerine & Associates, Inc. CIK 0001542324 | 0.703 | 199 | 1.2 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆BRIGHTON JONES LLC CIK 0001360798 | 0.755 | 1422 | 1.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Leonteq Securities AG CIK 0001535950 | 0.270 | 1190 | 1.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 | 0.205 | 199 | 1.0 | 0.5% | 2 | +0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 0.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 | 0.562 | 505 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nautilus Advisors LLC CIK 0002083253 | 0.166 | 179 | 0.6 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 0.6 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆111 Capital CIK 0002060412 | 0.025 | 488 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Dogwood Wealth Management LLC CIK 0002056922 | 0.482 | 851 | 0.6 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Valtrion Capital Management, LLC CIK 0002072223 | 0.397 | 103 | 0.6 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 | 0.338 | 121 | 0.6 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Farmers National Bank CIK 0001632966 | 0.440 | 180 | 0.6 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Intrua Financial, LLC CIK 0001812792 | 0.394 | 491 | 0.5 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Unique Wealth Strategies, LLC CIK 2009809 | 0.129 | 214 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Ledgewood Wealth Advisors, LLC CIK 0002064043 | 0.473 | 77 | 0.5 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆MONECO ADVISORS, LLC CIK 0001765690 | 0.360 | 595 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 | 0.155 | 143 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 | 0.371 | 161 | 0.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.615 | 252 | 0.4 | 0.0% | 2 | -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% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Venture Visionary Partners LLC CIK 0001792283 | 0.558 | 673 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TFR Capital, LLC. CIK 0002059325 | 0.284 | 165 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Cambridge Financial Group, LLC CIK 0002085256 | 0.512 | 155 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 | 0.285 | 194 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Northstar Financial Companies, Inc. CIK 0002059828 | 0.226 | 117 | 0.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Plotkin Financial Advisors, LLC CIK 0001826394 | 0.469 | 110 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Revolve Wealth Partners, LLC CIK 0001808992 | 0.519 | 350 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Old North State Trust, LLC CIK 0001760444 | 0.248 | 151 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Manske Wealth Management CIK 0002095143 | 0.466 | 226 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Mission Financial Group, LLC CIK 0002113810 | 0.151 | 158 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Evelyn Partners Investment Management LLP CIK 0002065206 | 0.733 | 410 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Claris Financial LLC CIK 0002060278 | 0.227 | 177 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Hamilton Capital Partners Inc. CIK 2141005 | 0.591 | 214 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Provenance Wealth Advisors, LLC CIK 0002081584 | 0.887 | 609 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIMA Wealth Partners, LLC CIK 0002135539 | 0.642 | 130 | 0.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 0.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Catherine Avery Investment Management LLC CIK 0002103454 | 0.174 | 166 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 | 0.313 | 208 | 0.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Prestige Wealth Management Group LLC CIK 0001772715 | 0.370 | 1101 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prospera Capital Management, LLC CIK 0002082673 | 0.773 | 63 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 | 0.206 | 690 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aventura Private Wealth, LLC CIK 0002074418 | 0.307 | 986 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Darwin Wealth Management, LLC CIK 0001663224 | 0.207 | 777 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 | 0.155 | 362 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Elite Financial, Inc. CIK 0002059349 | 0.701 | 55 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Holos Integrated Wealth LLC CIK 0002080096 | 0.464 | 378 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆High Note Wealth, LLC CIK 0001807283 | 0.548 | 959 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Copia Wealth Management CIK 0002058771 | 0.232 | 570 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 | 0.797 | 1591 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BIRCHBROOK, INC. CIK 0002071468 | 0.526 | 305 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clark Wealth Partners CIK 0002107657 | 0.535 | 571 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Semmax Financial Advisors Inc. CIK 0001767301 | 0.227 | 431 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone National Bank & Trust Co CIK 0002104293 | 0.272 | 216 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Finivi Inc. CIK 0002101641 | 0.183 | 111 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nicholas Hoffman & Company, LLC. CIK 0001678953 | 0.958 | 344 | 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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