☆GJUN
Flow ranking
Rank#16434
Score / z0.000 / -0.02
Consensus33.32 over 68 funds
Momentumnot computed
Price & positioning
225 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 14.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 10.6 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 10.4 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 9.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 8.9 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 8.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆First International Bank of Israel Ltd. CIK 0002081196 | 0.462 | 69 | 7.9 | 2.3% | 3 | -1.5 pp | -2.1 pp | +2.3 pp | +2.3 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 6.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 6.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 5.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 4.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Avantra Family Wealth, Inc. CIK 0001774744 | 0.074 | 165 | 4.3 | 3.2% | 4 | +0.2 pp | +0.2 pp | -1.7 pp | +3.2 pp |
| ☆VestGen Advisors, LLC CIK 0002050130 | 0.463 | 1075 | 3.9 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Americana Partners, LLC CIK 0001797678 | 0.514 | 596 | 3.7 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.1 pp |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 3.6 | 0.2% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.2 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 2.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 1.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Arkadios Wealth Advisors CIK 0001800798 | 0.458 | 1680 | 1.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 | 0.520 | 555 | 1.7 | 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 | 1.7 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆NovaPoint Capital, LLC CIK 0001815025 | 0.222 | 161 | 1.6 | 0.4% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.4 pp |
| ☆Keystone Wealth Services, LLC CIK 0001866189 | 0.294 | 326 | 1.4 | 0.3% | 4 | -0.8 pp | -0.0 pp | -0.0 pp | +0.3 pp |
| ☆ACT Advisors, LLC. CIK 0001842554 | 0.668 | 84 | 1.4 | 0.6% | 3 | +0.0 pp | +0.0 pp | +0.6 pp | +0.6 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 1.4 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Diligent Investors, LLC CIK 0001549042 | 0.241 | 357 | 1.3 | 0.3% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.3 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 1.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITY HOLDING CO (CHCO) CIK 0000726854 | 0.394 | 587 | 1.2 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆Archer Investment Corp CIK 0001803804 | 0.301 | 1254 | 1.2 | 0.3% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.3 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.473 | 2266 | 1.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Triad Wealth Partners, LLC CIK 0002012717 | 0.205 | 553 | 1.1 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.1 pp |
| ☆Tanglewood Legacy Advisors, LLC CIK 0001965616 | 0.666 | 280 | 1.1 | 0.4% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.4 pp |
| ☆Nvest Financial, LLC CIK 0001915315 | 0.259 | 150 | 1.1 | 0.4% | 4 | -0.0 pp | -0.2 pp | -0.1 pp | +0.4 pp |
| ☆Ignite Planners, LLC CIK 0001849348 | 0.326 | 422 | 1.0 | 0.2% | 4 | -0.1 pp | -0.4 pp | -0.4 pp | +0.2 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 1.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 0.9 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.1 pp | -0.2 pp |
| ☆Icon Wealth Advisors, LLC CIK 0001963212 | 0.472 | 420 | 0.9 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 0.8 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 0.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sequent Planning LLC CIK 0002009724 | 0.204 | 269 | 0.8 | 0.2% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.2 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 0.8 | 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 | 0.8 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆KINTRA WEALTH, LLC CIK 0001904432 | 0.361 | 514 | 0.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆VestGen Investment Management CIK 0001511739 | 0.060 | 218 | 0.7 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Harvest Investment Services, LLC CIK 0001591097 | 0.110 | 383 | 0.6 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.2 pp | +0.1 pp |
| ☆Integrity Financial Corp /WA CIK 0001917704 | 0.275 | 291 | 0.6 | 0.3% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.3 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Santori & Peters, Inc. CIK 0001730959 | 0.837 | 83 | 0.6 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 | 0.808 | 356 | 0.6 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 0.5 | 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 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆REAP Financial Group, LLC CIK 0002048581 | 0.669 | 542 | 0.5 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BFI Wealth Solutions, LLC CIK 0002110651 | 0.154 | 82 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Robertson Stephens Wealth Management, LLC CIK 0001767307 | 0.740 | 645 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆NORDEN GROUP LLC CIK 0001990699 | 0.246 | 701 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆UPTICK PARTNERS, LLC CIK 0002005353 | 0.238 | 337 | 0.4 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.4 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Summit Financial Wealth Advisors, LLC CIK 0001632283 | 0.542 | 225 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Catalina Capital Group, LLC CIK 0002018090 | 0.294 | 173 | 0.3 | 0.2% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.2 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quad-Cities Investment Group, LLC CIK 0001741426 | 0.265 | 209 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆STEPHENS INC /AR/ CIK 0000757657 | 0.689 | 1332 | 0.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 | 0.600 | 716 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆1776 Wealth LLC CIK 0001803140 | 0.442 | 152 | 0.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Prosperity Financial Group, Inc. CIK 0001991334 | 0.164 | 184 | 0.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 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% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Crusonia Wealth Advisors LLC CIK 0002112003 | 0.422 | 234 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Chris Bulman Inc CIK 0002032404 | 0.343 | 165 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 | 0.846 | 1609 | 0.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.3 | 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 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.2 | 0.0% | 4 | -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% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Stratos Wealth Advisors, LLC CIK 0001707202 | 0.393 | 638 | 0.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Waverly Advisors, LLC CIK 0001568787 | 0.673 | 1737 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 | 0.310 | 189 | 0.2 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1369 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HBW ADVISORY SERVICES LLC CIK 0001790525 | 0.339 | 463 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 0.633 | 1814 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 | 0.206 | 257 | 0.2 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Castle Rock Wealth Management, LLC CIK 0001727605 | 0.230 | 268 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆DHJJ Financial Advisors, Ltd. CIK 0001844716 | 0.423 | 1082 | 0.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.2 | 0.0% | 6 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆GoalVest Advisory LLC CIK 0001839307 | 0.587 | 500 | 0.2 | 0.0% | 4 | +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% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Benson Wealth Management INC CIK 0002109863 | 0.054 | 367 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Kilter Group LLC CIK 0002058915 | 0.349 | 1580 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 0.1 | 0.0% | 1 | +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% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Elevated Capital Advisors, LLC CIK 0001802387 | 0.159 | 849 | 0.0 | 0.0% | 4 | -0.4 pp | -0.5 pp | -0.6 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Financial Network Wealth Advisors LLC CIK 0002012031 | 0.114 | 858 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bullseye Investment Management, LLC CIK 0001912451 | 0.171 | 321 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 0.0 | 0.0% | 2 | +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% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.0 | 0.0% | 3 | -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% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IMG Wealth Management, Inc. CIK 0002032103 | 0.438 | 612 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 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 |
| ☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 | 0.185 | 935 | 0.0 | 0.0% | 3 | -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 |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆NWF Advisory Services Inc. CIK 0002045735 | 0.429 | 452 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 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 |
| ☆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 |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆AIFG Consultants Ltd. CIK 0001988547 | 0.214 | 54 | 0.0 | 0.0% | 0 | -0.9 pp | -0.9 pp | -1.0 pp | +0.0 pp |
| ☆GRIES FINANCIAL LLC CIK 0001049662 | 0.335 | 323 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 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 |
| ☆GPS Wealth Strategies Group, LLC CIK 0001731837 | 0.017 | 582 | 0.0 | 0.0% | 0 | -0.2 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆LM Advisors LLC CIK 0002011314 | 0.053 | 224 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | -0.2 pp | +0.0 pp |
| ☆ORG Partners LLC CIK 0001979372 | 0.288 | 1708 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 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 |
| ☆Schulz Wealth, LTD. CIK 0002011780 | 0.431 | 70 | 0.0 | 0.0% | 0 | -1.4 pp | -1.5 pp | -1.7 pp | +0.0 pp |
| ☆BlueChip Wealth Advisors LLC CIK 0002015578 | 0.220 | 172 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.6 pp | +0.0 pp |
| ☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 | 0.871 | 2359 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 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 | +0.0 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 |
| ☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 | 0.425 | 246 | 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 |
| ☆Strategic Blueprint, LLC CIK 0001767821 | 0.399 | 689 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆PFG Advisors CIK 0001694435 | 0.248 | 791 | 0.0 | 0.0% | 0 | +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 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Lloyd Advisory Services, LLC. CIK 0001802474 | 0.000 | 628 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 | 0.481 | 2749 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PKS Advisory Services, LLC CIK 0001605401 | 0.200 | 380 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 0.073 | 1051 | 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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