Signals

← Signals

☆GPIX

292 in-universe funds with a nonzero position in GPIX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#326
Score / z0.606 / 0.85
Consensus114.47 over 231 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 226.1 0.1% 3 +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 128.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 119.9 22.7% 3 +4.8 pp +8.1 pp +22.7 pp +22.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 105.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 70.6 6.7% 3 +0.9 pp +1.5 pp +6.7 pp +6.7 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 46.5 13.0% 4 +4.0 pp +7.0 pp +8.3 pp +13.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 45.6 12.3% 3 -0.1 pp +4.6 pp +12.3 pp +12.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 40.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 34.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 34.0 0.9% 3 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 28.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 17.5 10.3% 3 -1.5 pp -1.1 pp +10.3 pp +10.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 17.1 4.3% 3 +0.6 pp +2.5 pp +4.3 pp +4.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.7 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 14.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 13.0 2.1% 3 -0.4 pp +0.9 pp +2.1 pp +2.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 11.9 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.8 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 10.5 1.9% 3 +0.6 pp +0.7 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 9.1 1.6% 3 +0.6 pp +1.2 pp +1.6 pp +1.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 6.1 5.1% 3 +0.2 pp +2.3 pp +5.1 pp +5.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 5.9 1.0% 3 -0.0 pp +0.6 pp +1.0 pp +1.0 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 5.4 3.4% 3 -0.4 pp -0.7 pp +3.4 pp +3.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 4.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 4.3 2.3% 3 +0.2 pp +0.5 pp +2.3 pp +2.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 4.2 0.9% 4 +0.4 pp +0.6 pp +0.6 pp +0.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.1 1.3% 3 -0.2 pp -0.2 pp +1.3 pp +1.3 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 4.1 2.7% 1 +2.7 pp -0.4 pp +2.7 pp +2.7 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 3.7 2.0% 3 -0.8 pp +0.5 pp +2.0 pp +2.0 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 3.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 3.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 3.3 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 3.2 2.2% 3 +0.1 pp -0.0 pp +2.2 pp +2.2 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 3.1 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 3.1 0.7% 3 +0.2 pp +0.5 pp +0.7 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 2.9 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 2.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 2.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.8 0.2% 3 -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 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 2.7 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.2 0.2% 1 +0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 2.2 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 2.1 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 1.7 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 1.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 1.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.6 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.6 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 1.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.2 0.9% 1 +0.9 pp +0.9 pp -0.2 pp +0.9 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NFSG Corp CIK 0001879757 0.275 1245 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.9 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.8 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.8 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 0.8 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Synergy Financial Group, LTD CIK 0001905669 0.242 119 0.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 3 +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% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Collier Financial CIK 0001902901 0.619 141 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 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 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.3 0.0% 3 -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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.3 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Wealth Management, Inc. CIK 0001622757 0.527 47 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 1 +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% 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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 0.0 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 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +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
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 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% 1 +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
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.9 pp -0.6 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.2 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
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -4.8 pp -5.1 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 -1.3 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 -0.4 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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 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
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.8 pp -1.0 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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -8.5 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 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 -1.3 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 -0.1 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 GPIX). Qtrs Held counts distinct quarters this fund has actually held GPIX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GPIX position size. Δ columns are the percentage-point change in GPIX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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