☆FMAY
Flow ranking
Rank#1227
Score / z0.050 / 0.04
Consensus63.41 over 122 funds
Momentumnot computed
Price & positioning
224 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4825 | 32.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆FOCUS Wealth Advisors, LLC CIK 0001845643 | 0.229 | 61 | 27.5 | 12.7% | 5 | +0.3 pp | +0.4 pp | +0.6 pp | +0.3 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 24.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 16.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 15.1 | 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 | 13.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆REAP Financial Group, LLC CIK 0002048581 | 0.669 | 542 | 13.2 | 2.2% | 5 | +0.5 pp | +0.4 pp | +0.2 pp | +0.4 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 11.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MGO ONE SEVEN LLC CIK 0001731444 | 0.481 | 1537 | 10.8 | 0.2% | 5 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 10.2 | 0.0% | 6 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 10.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Keystone Wealth Services, LLC CIK 0001866189 | 0.294 | 326 | 9.3 | 1.7% | 2 | -0.1 pp | +1.7 pp | -0.3 pp | -0.4 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 9.0 | 0.0% | 6 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Tanglewood Legacy Advisors, LLC CIK 0001965616 | 0.666 | 280 | 5.8 | 1.9% | 5 | -0.1 pp | -0.2 pp | -0.4 pp | -0.4 pp |
| ☆Strategic Blueprint, LLC CIK 0001767821 | 0.399 | 689 | 5.8 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.2 pp | +0.3 pp |
| ☆BAM Wealth Management, LLC CIK 0002093649 | 0.035 | 166 | 5.6 | 3.5% | 1 | +3.5 pp | +3.5 pp | +3.5 pp | +3.5 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 5.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SACKS & ASSOCIATES, LLC CIK 2145868 | 0.220 | 80 | 5.3 | 3.5% | 1 | +3.5 pp | +3.5 pp | +3.5 pp | +3.5 pp |
| ☆Semus Wealth Partners LLC CIK 0001964775 | 0.352 | 111 | 4.7 | 2.3% | 1 | +2.3 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 4.3 | 0.1% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | -0.1 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 4.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ignite Planners, LLC CIK 0001849348 | 0.326 | 422 | 4.2 | 0.6% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 | 0.206 | 257 | 4.0 | 1.1% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆Main Street Financial Solutions, LLC CIK 0001763350 | 0.454 | 595 | 3.5 | 0.2% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 3.3 | 0.2% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Capital CS Group, LLC CIK 0001830008 | 0.055 | 59 | 3.1 | 4.5% | 1 | +4.5 pp | +4.5 pp | +4.5 pp | +4.5 pp |
| ☆STEPHENS INC /AR/ CIK 0000757657 | 0.689 | 1332 | 3.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Integrated Advisors Network LLC CIK 0001660177 | 0.358 | 674 | 2.6 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FWG Investments, LLC. CIK 0001944877 | 0.127 | 116 | 2.5 | 1.3% | 5 | +0.2 pp | +0.2 pp | +0.1 pp | +0.1 pp |
| ☆WESPAC Advisors SoCal, LLC CIK 0001668188 | 0.345 | 118 | 2.3 | 0.4% | 5 | -0.2 pp | -0.2 pp | -0.2 pp | -0.4 pp |
| ☆Sloy Dahl & Holst, LLC CIK 0001690295 | 0.891 | 122 | 2.3 | 0.3% | 5 | -0.0 pp | +0.0 pp | +0.1 pp | -0.0 pp |
| ☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 | 0.521 | 555 | 2.1 | 0.1% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 1.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 1.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆1776 Wealth LLC CIK 0001803140 | 0.442 | 152 | 1.8 | 0.6% | 5 | +0.0 pp | +0.1 pp | +0.1 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 1.6 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Grantvest Financial Group LLC CIK 0002055216 | 0.231 | 189 | 1.6 | 0.9% | 5 | +0.1 pp | +0.0 pp | -0.0 pp | -0.1 pp |
| ☆Integrity Financial Corp /WA CIK 0001917704 | 0.275 | 291 | 1.6 | 0.7% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 1.5 | 0.1% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 1.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 1.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆McKinley Carter Wealth Services, Inc. CIK 0001484265 | 0.685 | 317 | 1.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 1.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Accel Wealth Management CIK 0001838226 | 0.241 | 305 | 1.2 | 0.3% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆COZAD ASSET MANAGEMENT INC CIK 0000709428 | 0.415 | 453 | 1.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 1.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 1.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 | 0.808 | 356 | 1.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bleakley Financial Group, LLC CIK 0001936953 | 0.667 | 944 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clear Creek Financial Management, LLC CIK 0001784235 | 0.236 | 642 | 1.0 | 0.1% | 5 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 | 0.600 | 716 | 1.0 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 1.0 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Focus Financial Network, Inc. CIK 0002010942 | 0.631 | 764 | 1.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 | 0.436 | 624 | 0.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KINTRA WEALTH, LLC CIK 0001904432 | 0.361 | 514 | 0.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DHJJ Financial Advisors, Ltd. CIK 0001844716 | 0.423 | 1082 | 0.9 | 0.3% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Stonebridge Financial Group, LLC CIK 0002009367 | 0.338 | 275 | 0.9 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆TopTier Wealth Management, LLC CIK 0002109367 | 0.278 | 133 | 0.9 | 0.5% | 2 | +0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Oakmont Advisory Group, LLC CIK 0002115370 | 0.132 | 526 | 0.9 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HBW ADVISORY SERVICES LLC CIK 0001790525 | 0.339 | 463 | 0.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 | 0.378 | 814 | 0.8 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 | 0.106 | 199 | 0.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Harvest Investment Services, LLC CIK 0001591097 | 0.110 | 383 | 0.8 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 0.8 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 | 0.418 | 995 | 0.7 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.7 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆TFB Advisors LLC CIK 0001965201 | 0.232 | 190 | 0.7 | 0.3% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SOA Wealth Advisors, LLC. CIK 0001849444 | 0.542 | 892 | 0.7 | 0.1% | 5 | -0.0 pp | -0.2 pp | -0.2 pp | -0.3 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.7 | 0.0% | 6 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆WEALTHGARDEN F.S. LLC CIK 0002023633 | 0.089 | 187 | 0.7 | 0.4% | 5 | +0.1 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆Fragasso Financial Advisors Inc CIK 0001613331 | 0.862 | 360 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Legacy Wealth Managment, LLC/ID CIK 0002045082 | 0.046 | 193 | 0.6 | 0.3% | 4 | -0.0 pp | -0.0 pp | -1.7 pp | +0.3 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.6 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 0.6 | 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 | 0.6 | 0.1% | 6 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WORLD EQUITY GROUP, INC. CIK 0000878770 | 0.141 | 375 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | -0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆FIRST TRUST ADVISORS LP CIK 0001125816 | 0.822 | 2655 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Keating Financial Advisory Services, Inc. CIK 0002103443 | 0.490 | 2608 | 0.6 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 0.6 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prospera Financial Services Inc CIK 0001541625 | 0.534 | 1468 | 0.5 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Bullseye Investment Management, LLC CIK 0001912451 | 0.171 | 321 | 0.5 | 0.2% | 2 | -2.6 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Arkadios Wealth Advisors CIK 0001800798 | 0.458 | 1680 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LEGACY SOLUTIONS, LLC CIK 0002053314 | 0.410 | 88 | 0.4 | 0.3% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Advisor Resource Council CIK 0001820879 | 0.259 | 260 | 0.4 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | -0.0 pp |
| ☆Beacon Financial Advisory LLC CIK 0001800502 | 0.266 | 417 | 0.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 | 0.779 | 349 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.4 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Maridea Wealth Management LLC CIK 0002056245 | 0.140 | 538 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆Apollon Wealth Management, LLC CIK 0001764387 | 0.594 | 1577 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NOVEM GROUP CIK 0001926783 | 0.247 | 437 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Chris Bulman Inc CIK 0002032404 | 0.343 | 165 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 0.633 | 1814 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ForthRight Wealth Management, LLC CIK 0001841633 | 0.793 | 76 | 0.3 | 0.1% | 5 | -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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Foguth Wealth Management, LLC. CIK 0002016322 | 0.377 | 213 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1370 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kovack Advisors, Inc. CIK 0001728321 | 0.312 | 1070 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kingsview Wealth Management, LLC CIK 0001791965 | 0.553 | 1409 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Faithward Advisors, LLC CIK 0001695078 | 0.111 | 339 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 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 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Gateway Wealth Partners, LLC CIK 0001966037 | 0.275 | 750 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OneDigital Investment Advisors LLC CIK 0001690370 | 0.718 | 1563 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 | 0.758 | 669 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Prosperity Consulting Group, LLC CIK 0001910398 | 0.626 | 629 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 | 0.100 | 87 | 0.2 | 0.2% | 5 | +0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆VestGen Advisors, LLC CIK 0002050130 | 0.463 | 1075 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allen Capital Group, LLC CIK 0001601384 | 0.535 | 316 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stonebridge Financial Planning Group, LLC CIK 0001802494 | 0.258 | 183 | 0.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆HBK Sorce Advisory LLC CIK 0001379995 | 0.951 | 658 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beacon Pointe Advisors, LLC CIK 0001744317 | 0.792 | 1868 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆First Heartland Consultants, Inc. CIK 0001428793 | 0.402 | 589 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 | 0.846 | 1609 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 | 0.245 | 875 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Maltin Wealth Management, Inc. CIK 0001764260 | 0.295 | 146 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Financial Network Wealth Advisors LLC CIK 0002012031 | 0.114 | 858 | 0.2 | 0.2% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.2 | 0.0% | 7 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Monetary Solutions, Ltd CIK 0002112370 | 0.453 | 397 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 | 0.917 | 2781 | 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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Buck Wealth Strategies, LLC CIK 0001973259 | 0.427 | 1170 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.1 | 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 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ameritas Investment Partners, Inc. CIK 0001055980 | 0.474 | 3174 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Triumph Capital Management CIK 0001730765 | 0.195 | 1861 | 0.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nova Wealth Management, Inc. CIK 0002051980 | 0.124 | 570 | 0.0 | 0.0% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Murphy & Mullick Capital Management Corp CIK 0002047271 | 0.141 | 666 | 0.0 | 0.0% | 5 | -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 |
| ☆Continuum Advisory, LLC CIK 0001846532 | 0.320 | 1986 | 0.0 | 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 | 0.0 | 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% | 3 | -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 |
| ☆ALERUS FINANCIAL NA CIK 0000919458 | 0.827 | 506 | 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 |
| ☆CX Institutional CIK 0001737089 | 0.437 | 1568 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 | 0.000 | 228 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MBL Wealth, LLC CIK 0001845785 | 0.684 | 381 | 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 |
| ☆Clear Point Advisors Inc. CIK 0002010474 | 0.000 | 93 | 0.0 | 0.0% | 0 | -1.1 pp | -1.2 pp | -1.4 pp | -1.5 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆SCOTIA CAPITAL INC. CIK 0001335644 | 0.891 | 915 | 0.0 | 0.0% | 0 | -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% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lion Street Advisors, LLC CIK 0001801991 | 0.052 | 224 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆WOLVERINE TRADING, LLC CIK 0000927337 | 0.109 | 1566 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.0 | 0.0% | 0 | -0.0 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 |
| ☆Park Square Financial Group, LLC CIK 0002058285 | 0.000 | 210 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Abacus Wealth Partners, LLC CIK 0001978011 | 0.633 | 321 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆VVR Holdings LLC CIK 0002070884 | 0.604 | 38 | 0.0 | 0.0% | 0 | -0.2 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 |
| ☆Plante Moran Financial Advisors, LLC CIK 0001424717 | 0.884 | 1589 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 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 |
| ☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 | 0.795 | 366 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VestGen Investment Management CIK 0001511739 | 0.060 | 218 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.4 pp |
| ☆GTS SECURITIES LLC CIK 0001452765 | 0.104 | 1323 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bison Wealth, LLC CIK 0001845251 | 0.528 | 477 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.5 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% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆United Advisor Group, LLC CIK 0002004873 | 0.269 | 527 | 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 |
| ☆McCarthy & Cox CIK 0002020726 | 0.000 | 18 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 pp | -0.2 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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