☆FELG
Flow ranking
Rank#1299
Score / z0.034 / 0.01
Consensus83.81 over 150 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 | 0.885 | 55 | 323.7 | 2.7% | 2 | -0.2 pp | +2.7 pp | +2.7 pp | +2.7 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 265.3 | 0.1% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 256.8 | 0.1% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.1 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 229.4 | 0.6% | 3 | -0.0 pp | -0.0 pp | +0.6 pp | +0.6 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 150.7 | 0.2% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 143.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 108.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 56.9 | 0.2% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.2 pp |
| ☆Independence Financial Advisors, LLC CIK 0002066080 | 0.242 | 55 | 47.7 | 14.3% | 4 | -0.7 pp | +4.6 pp | +2.4 pp | +14.3 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 47.0 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Spectrum Investment Advisors, Inc. CIK 0001856042 | 0.529 | 76 | 25.1 | 12.5% | 4 | -1.0 pp | -2.6 pp | -2.3 pp | +12.5 pp |
| ☆IAG Wealth Partners, LLC CIK 0001827261 | 0.625 | 508 | 20.3 | 2.3% | 4 | +2.3 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 18.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 17.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 | 0.809 | 147 | 17.1 | 2.5% | 4 | -0.2 pp | -0.1 pp | +0.2 pp | +2.5 pp |
| ☆Prepared Retirement Institute LLC CIK 0002056037 | 0.526 | 94 | 14.9 | 7.4% | 4 | -0.5 pp | -0.5 pp | +2.2 pp | +7.4 pp |
| ☆Advisors Capital Management, LLC CIK 0001345576 | 0.650 | 634 | 14.7 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.2 pp |
| ☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 | 0.496 | 218 | 14.5 | 1.7% | 1 | +1.7 pp | +1.7 pp | +1.7 pp | +1.7 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 11.6 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆Valmark Advisers, Inc. CIK 0001380443 | 0.907 | 726 | 11.4 | 0.1% | 4 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 10.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bleakley Financial Group, LLC CIK 0001936953 | 0.667 | 944 | 10.1 | 0.2% | 2 | -0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 | 0.811 | 196 | 9.7 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆46 Peaks LLC CIK 0002112665 | 0.735 | 30 | 9.6 | 7.0% | 1 | +7.0 pp | +7.0 pp | +7.0 pp | +7.0 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 8.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Northwest Wealth Advisors, LLC CIK 0002094564 | 0.550 | 66 | 7.2 | 5.1% | 1 | +5.1 pp | +5.1 pp | +5.1 pp | +5.1 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 6.5 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Independent Advisor Alliance CIK 0001696899 | 0.044 | 1054 | 6.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆B. Riley Wealth Advisors, Inc. CIK 0001464811 | 0.381 | 831 | 6.1 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 5.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 | 0.833 | 173 | 5.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 4.9 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 4.9 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cannon Wealth Management Services, LLC CIK 0002043725 | 0.283 | 99 | 4.7 | 3.2% | 2 | -0.2 pp | +3.2 pp | +3.2 pp | +3.2 pp |
| ☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 | 0.193 | 484 | 4.6 | 2.0% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +2.0 pp |
| ☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 | 0.000 | 0 | 4.4 | 2.9% | 1 | +2.9 pp | +2.9 pp | +2.9 pp | +2.9 pp |
| ☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 | 0.371 | 284 | 4.1 | 0.4% | 4 | +0.0 pp | +0.1 pp | +0.2 pp | +0.4 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 3.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 | 0.250 | 391 | 3.6 | 0.8% | 4 | -0.1 pp | -0.2 pp | -0.1 pp | +0.8 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 3.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Investmark Advisory Group LLC CIK 0001926349 | 0.382 | 148 | 3.1 | 1.3% | 4 | -0.1 pp | +0.1 pp | +0.4 pp | +1.3 pp |
| ☆Lido Advisors, LLC CIK 0001650150 | 0.880 | 1849 | 3.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Linscomb Wealth, Inc. CIK 0001313294 | 0.697 | 311 | 2.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Castleview Partners, LLC CIK 0001737088 | 0.131 | 223 | 2.5 | 1.3% | 4 | +0.1 pp | -0.2 pp | -0.9 pp | +1.3 pp |
| ☆Nova Wealth Management, Inc. CIK 0002051980 | 0.124 | 570 | 1.9 | 1.3% | 5 | -0.3 pp | -0.3 pp | -0.4 pp | -0.3 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 1.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 1.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Rollins Financial Advisors, LLC CIK 0001884018 | 0.644 | 168 | 1.8 | 0.3% | 4 | -0.0 pp | -0.1 pp | -0.0 pp | +0.3 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 1.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Baron Wealth Management LLC CIK 0001968507 | 0.535 | 304 | 1.6 | 0.5% | 4 | -0.0 pp | +0.3 pp | +0.3 pp | +0.5 pp |
| ☆InTrack Investment Management Inc CIK 0001847343 | 0.184 | 110 | 1.5 | 0.9% | 4 | -0.2 pp | -0.2 pp | -0.1 pp | +0.9 pp |
| ☆Hilltop Holdings Inc. (HTH) CIK 0001265131 | 0.241 | 672 | 1.5 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Sugar Maple Asset Management, LLC CIK 0002012673 | 0.272 | 81 | 1.4 | 0.9% | 1 | +0.9 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 | 0.903 | 3702 | 1.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 1.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 1.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Rolek Wealth Management LLC CIK 0002051339 | 0.833 | 23 | 1.3 | 0.9% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.9 pp |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 1.3 | 0.1% | 4 | -0.0 pp | +0.0 pp | +0.1 pp | +0.1 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 | 1.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 1.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 1.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ball & Co Wealth Management Inc. CIK 0002057075 | 0.632 | 74 | 1.1 | 0.9% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.9 pp |
| ☆Soltis Investment Advisors LLC CIK 0001802530 | 0.433 | 613 | 1.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sovran Advisors, LLC CIK 0002051471 | 0.318 | 615 | 1.1 | 0.1% | 4 | -0.1 pp | -0.1 pp | -0.0 pp | +0.1 pp |
| ☆Infinity Wealth Counsel, LLC CIK 0002066524 | 0.292 | 65 | 1.0 | 0.9% | 5 | -0.1 pp | -0.0 pp | +0.1 pp | +0.2 pp |
| ☆Redwood Financial Network Corp CIK 0001927724 | 0.154 | 192 | 1.0 | 0.6% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.6 pp |
| ☆LaSalle St. Investment Advisors, LLC CIK 0001966193 | 0.470 | 429 | 1.0 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Element Wealth, LLC CIK 0001802743 | 0.267 | 212 | 1.0 | 0.4% | 4 | +0.1 pp | +0.1 pp | +0.2 pp | +0.4 pp |
| ☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 | 0.732 | 396 | 0.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Key FInancial Inc CIK 0001801720 | 0.372 | 1356 | 0.9 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.9 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pure Financial Advisors, LLC CIK 0001571556 | 0.884 | 636 | 0.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Elm3 Financial Group, LLC CIK 0002011201 | 0.155 | 135 | 0.8 | 0.7% | 4 | -0.1 pp | +0.2 pp | +0.3 pp | +0.7 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 0.8 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Triad Wealth Partners, LLC CIK 0002012717 | 0.205 | 553 | 0.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TrustWell Financial Advisors, LLC CIK 0002133429 | 0.247 | 78 | 0.8 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆IHT Wealth Management, LLC CIK 0001697490 | 0.413 | 1236 | 0.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Financial Partners Group, Inc CIK 0001731169 | 0.605 | 250 | 0.8 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.2 pp | +0.1 pp |
| ☆Bay Capital Advisors, LLC CIK 0002055414 | 0.502 | 108 | 0.7 | 0.4% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.4 pp |
| ☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 | 0.475 | 39 | 0.7 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Kuhn & Co Investment Counsel CIK 0002011958 | 0.233 | 149 | 0.7 | 0.4% | 4 | -0.0 pp | -0.1 pp | +0.0 pp | +0.4 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 0.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Geneva Partners, LLC CIK 0001712671 | 0.052 | 75 | 0.7 | 0.3% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.3 pp |
| ☆Summit Financial Wealth Advisors, LLC CIK 0001632283 | 0.542 | 225 | 0.7 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Godfrey Financial Associates, Inc. CIK 0002097943 | 0.359 | 1090 | 0.7 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 | 0.823 | 219 | 0.6 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 | 0.374 | 85 | 0.6 | 0.3% | 4 | +0.2 pp | +0.2 pp | +0.2 pp | +0.3 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 | 0.6 | 0.0% | 6 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Valeo Financial Advisors, LLC CIK 0001722641 | 0.854 | 809 | 0.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.6 | 0.0% | 4 | +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 | 0.6 | 0.0% | 4 | -0.3 pp | -0.3 pp | -0.3 pp | +0.0 pp |
| ☆WEDBUSH SECURITIES INC CIK 0001142495 | 0.702 | 1309 | 0.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stratos Investment Management, LLC CIK 0001707206 | 0.673 | 382 | 0.6 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Charter Capital Management, LLC\DE CIK 0002076040 | 0.786 | 75 | 0.6 | 0.3% | 3 | -0.0 pp | -0.0 pp | +0.3 pp | +0.3 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.6 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.6 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Formidable Asset Management, LLC CIK 0001592613 | 0.375 | 387 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SHP Wealth Management CIK 0001807060 | 0.763 | 1981 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Gibson Capital, LLC CIK 0001427372 | 0.911 | 94 | 0.5 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 0.633 | 1814 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Perennial Advisors, LLC CIK 0001697360 | 0.391 | 136 | 0.5 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 0.340 | 789 | 0.5 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 0.4 | 0.0% | 2 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Madrona Financial Services, LLC CIK 0001578370 | 0.590 | 143 | 0.4 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 | 0.610 | 123 | 0.4 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 | 0.787 | 1418 | 0.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FMA Wealth Management, LLC CIK 0002011155 | 0.622 | 42 | 0.4 | 0.3% | 4 | -0.0 pp | -0.1 pp | -0.0 pp | +0.3 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Maia Wealth LLC CIK 0002010858 | 0.212 | 354 | 0.4 | 0.1% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.1 pp |
| ☆Clear Creek Financial Management, LLC CIK 0001784235 | 0.237 | 642 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Regal Investment Advisors LLC CIK 0001559789 | 0.425 | 647 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Verdence Capital Advisors LLC CIK 0001719305 | 0.417 | 653 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Security National Bank CIK 0001719739 | 0.452 | 392 | 0.4 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Coastal Bridge Advisors, LLC CIK 0001665976 | 0.395 | 469 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 | 0.808 | 64 | 0.4 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 | 0.590 | 811 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Summit Financial, LLC CIK 0001765536 | 0.662 | 1580 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pathstone Holdings, LLC CIK 0002011612 | 0.785 | 2324 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆WCG Wealth Advisors LLC CIK 0001855713 | 0.478 | 555 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CLG LLC CIK 0002059872 | 0.428 | 156 | 0.3 | 0.1% | 3 | -0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Trust Point Inc. CIK 0001635633 | 0.568 | 463 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆National Wealth Management Group, LLC CIK 0001977723 | 0.141 | 226 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.1 pp |
| ☆VESTOR CAPITAL, LLC CIK 0001132699 | 0.000 | 276 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WARNER FINANCIAL, INC CIK 0001927175 | 0.518 | 145 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sage Capital Management, LLC CIK 0002030667 | 0.243 | 167 | 0.3 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.1 pp |
| ☆COZAD ASSET MANAGEMENT INC CIK 0000709428 | 0.415 | 453 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sowell Financial Services LLC CIK 0001633697 | 0.482 | 1162 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bensler, LLC CIK 0001965941 | 0.354 | 198 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 | 0.378 | 814 | 0.3 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FORONJY FINANCIAL LLC CIK 0002040600 | 0.403 | 108 | 0.3 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Empower Advisory Group, LLC CIK 0001978885 | 0.959 | 532 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 | 0.236 | 280 | 0.3 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Gladstone Institutional Advisory LLC CIK 0001766530 | 0.520 | 892 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Financial Network, Inc. CIK 0002010942 | 0.631 | 764 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UPTICK PARTNERS, LLC CIK 0002005353 | 0.238 | 337 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 | 0.614 | 223 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Curi Capital, LLC CIK 0001332905 | 0.548 | 888 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆&PARTNERS CIK 0000107136 | 0.806 | 2509 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GWN SECURITIES INC. CIK 0001265905 | 0.178 | 486 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 0.225 | 2262 | 0.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Moors & Cabot, Inc. CIK 0001607239 | 0.487 | 955 | 0.3 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 | 0.765 | 1016 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RDA Financial Network CIK 0001774086 | 0.257 | 284 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Mayflower Financial Advisors, LLC CIK 0001852930 | 0.171 | 498 | 0.2 | 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 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.171 | 5155 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆EP Wealth Advisors, LLC CIK 0001540569 | 0.877 | 1713 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Richardson Capital Management LLC CIK 0001621646 | 0.839 | 243 | 0.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Meadow Creek Wealth Advisors LLC CIK 0001801107 | 0.256 | 139 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.2 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Calamos Wealth Management LLC CIK 0001455258 | 0.686 | 456 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Calamos Advisors LLC CIK 0001316507 | 0.672 | 942 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 | 0.870 | 201 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 0.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Pasadena Private Wealth, LLC CIK 0001760578 | 0.559 | 269 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealthspire Retirement, LLC CIK 0002040084 | 0.698 | 321 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Opus Financial Solutions LLC CIK 0001934041 | 0.178 | 111 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.2 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Signature Equity Partners, LLC CIK 0002109813 | 0.088 | 1571 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Merkkuri Wealth Advisors LLC CIK 0002040317 | 0.191 | 81 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.2 | 0.0% | 4 | +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 | 0.2 | 0.0% | 4 | -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 | 0.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Blume Capital Management, Inc. CIK 0001587192 | 0.385 | 356 | 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% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 | 0.125 | 150 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.1 | 0.0% | 4 | -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% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.1 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.1 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.474 | 2266 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ROGCO, LP CIK 0001998892 | 0.631 | 224 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Anchor Investment Management, LLC CIK 0001634149 | 0.399 | 1207 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 | 0.085 | 1236 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone Planning Group LLC CIK 0001822587 | 0.704 | 1867 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Golden State Wealth Management, LLC CIK 0001776033 | 0.339 | 1620 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Colonial Trust Advisors CIK 0001567993 | 0.560 | 807 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Abound Wealth Management CIK 0001950323 | 0.745 | 1359 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Costello Asset Management, INC CIK 0001760145 | 0.423 | 710 | 0.0 | 0.0% | 3 | -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% | 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% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Goodman Advisory Group, LLC CIK 0001864123 | 0.171 | 69 | 0.0 | 0.0% | 3 | -0.1 pp | -5.0 pp | +0.0 pp | +0.0 pp |
| ☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 | 0.233 | 899 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Heritage Wealth Advisors CIK 0001591122 | 0.892 | 703 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 | 0.040 | 2589 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ancora Advisors LLC CIK 0001446114 | 0.489 | 2040 | 0.0 | 0.0% | 2 | -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 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CENTRAL TRUST Co CIK 0000044365 | 0.726 | 1568 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Washington Trust Advisors, Inc. CIK 0001900099 | 0.616 | 724 | 0.0 | 0.0% | 3 | -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% | 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 | 0.0% | 3 | -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% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 | 0.957 | 727 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Cornerstone Financial Management LLC CIK 0002110329 | 0.219 | 1471 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Archer Investment Corp CIK 0001803804 | 0.301 | 1254 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Operose Advisors LLC CIK 0001909750 | 0.647 | 522 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LRI Investments, LLC CIK 0002023325 | 0.727 | 1954 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Essential Investment Partners LLC CIK 2145170 | 0.138 | 312 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Qube Research & Technologies Ltd CIK 0001729829 | 0.210 | 2619 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 0.0 | 0.0% | 3 | -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 |
| ☆LVW Advisors, LLC CIK 0001576053 | 0.582 | 462 | 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 |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆EverSource Wealth Advisors, LLC CIK 0001710537 | 0.381 | 4385 | 0.0 | 0.0% | 0 | -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% | 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 | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 | 0.654 | 296 | 0.0 | 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 | 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 |
| ☆POM Investment Strategies, LLC CIK 0001906322 | 0.011 | 350 | 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 |
| ☆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 |
| ☆Fisher Asset Management, LLC CIK 0000850529 | 0.972 | 1037 | 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 |
| ☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 | 0.031 | 656 | 0.0 | 0.0% | 0 | +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 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Investment Management, LLC CIK 0001962449 | 0.716 | 519 | 0.0 | 0.0% | 0 | +0.0 pp | -0.5 pp | -0.8 pp | +0.0 pp |
| ☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 | 0.871 | 2359 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | +0.0 pp |
| ☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 | 0.773 | 1213 | 0.0 | 0.0% | 0 | -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 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Family Legacy Financial Solutions, LLC CIK 0002076068 | 0.412 | 65 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Apex Wealth Management, LLC CIK 0002056695 | 0.373 | 63 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆Hughes Financial Services, LLC CIK 0002054465 | 0.839 | 1839 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 | 0.525 | 215 | 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 | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 | 0.279 | 459 | 0.0 | 0.0% | 0 | -0.0 pp | -0.1 pp | -0.1 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 |
| ☆MARSHALL WACE, LLP CIK 0001318757 | 0.756 | 2719 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆SlateStone Wealth, LLC CIK 0001764049 | 0.484 | 296 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆D. E. Shaw & Co., Inc. CIK 0001009207 | 0.579 | 3463 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Traynor Capital Management, Inc. CIK 0001666786 | 0.689 | 335 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆B&D White Capital Company, LLC CIK 0001752523 | 0.254 | 94 | 0.0 | 0.0% | 0 | -1.3 pp | -0.4 pp | +0.0 pp | +0.0 pp |
| ☆Investors Research Corp CIK 0001730630 | 0.347 | 805 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Lowe Wealth Advisors, LLC CIK 0001574010 | 0.768 | 395 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Grey Fox Wealth Advisors, LLC CIK 0001965362 | 0.690 | 179 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 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 |
| ☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 | 0.700 | 1699 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Venturi Wealth Management, LLC CIK 0001666363 | 0.332 | 632 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Salus Financial Advisors, LLC CIK 0002056601 | 0.810 | 39 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 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 |
| ☆Tower Research Capital LLC (TRC) CIK 0001533421 | 0.051 | 5180 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆New Millennium Group LLC CIK 0001909654 | 0.000 | 0 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 | 0.825 | 1334 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Raleigh Capital Management Inc. CIK 0001911726 | 0.166 | 610 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆HB Wealth Management, LLC CIK 0001911253 | 0.932 | 1701 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Snowden Capital Advisors LLC CIK 0001903055 | 0.533 | 1333 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 | 0.436 | 624 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Truvestments Capital LLC CIK 0001750405 | 0.266 | 1150 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 | 0.635 | 1040 | 0.0 | 0.0% | 0 | -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% | 0 | +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 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Integrated Financial Solutions, Inc. CIK 0002086529 | 0.597 | 36 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 | 0.856 | 5105 | 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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