Signals

← Signals

☆GPIQ

278 in-universe funds with a nonzero position in GPIQ within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#557
Score / z0.318 / 0.27
Consensus99.26 over 198 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 114.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 88.4 0.0% 4 -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 87.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 78.0 14.5% 4 -1.1 pp +1.2 pp +0.1 pp +14.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 38.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 33.3 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 28.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 20.0 9.2% 2 -0.5 pp +9.2 pp +9.2 pp +9.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.4 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 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 13.2 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 11.6 2.0% 4 +0.7 pp +1.7 pp +1.9 pp +2.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 11.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 8.7 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 6.4 1.2% 4 +0.1 pp +0.3 pp +0.4 pp +1.2 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 6.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 6.2 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 6.2 0.8% 4 -0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 6.1 7.5% 2 +1.3 pp +7.5 pp +7.5 pp +7.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 5.9 1.0% 3 +0.7 pp +0.5 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 4.9 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 4.8 0.9% 4 +0.1 pp +0.1 pp +0.7 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 4.4 2.5% 4 +0.0 pp +0.2 pp +0.5 pp +2.5 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 4.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 4.0 0.9% 4 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 3.8 2.2% 2 +1.6 pp +2.2 pp +2.2 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 3.5 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 3.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 3.1 2.3% 4 +0.0 pp +0.0 pp -0.0 pp +2.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.7 0.6% 5 -0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.5 0.2% 2 -0.0 pp +0.2 pp -0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 2.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 2.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 2.0 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.8 0.1% 3 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 1.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.6 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 1.5 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 1.3 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 1.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 1.3 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +0.2 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 1.2 0.7% 4 -0.1 pp -0.2 pp -0.1 pp +0.7 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.2 0.7% 4 +0.3 pp +0.4 pp +0.5 pp +0.7 pp
☆Thompson David Blair CIK 2150492 0.059 212 1.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 1.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.1 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.0 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 0.9 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.9 0.1% 1 +0.1 pp -0.5 pp -0.5 pp +0.1 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Alessandra Capital Management, LLC CIK 0002132506 0.142 127 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.4 0.3% 2 +0.0 pp +0.3 pp +0.1 pp +0.3 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Southern Financial Group, LLC CIK 2140714 0.869 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrustBank CIK 0002107256 0.632 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 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 0.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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 0.869 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +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
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 +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% 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
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -0.4 pp -0.3 pp -0.7 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 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
☆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
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.3 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
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Wealth Management, Inc. CIK 0001622757 0.527 47 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 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 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GPIQ). Qtrs Held counts distinct quarters this fund has actually held GPIQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GPIQ position size. Δ columns are the percentage-point change in GPIQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status