Signals

GRNY

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

Flow ranking

Rank#342
Score / z0.563 / 0.79
Consensus124.19 over 242 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-62% / 1.0d

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 131.7 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 81.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 50.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TTP Investments, Inc. CIK 0001682576 0.000 30 43.1 14.1% 3 +4.5 pp +10.0 pp +14.1 pp +14.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 32.9 1.0% 3 +0.0 pp +0.6 pp +1.0 pp +1.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 32.7 8.5% 3 -0.3 pp +1.4 pp +8.5 pp +8.5 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 31.5 6.5% 2 -0.4 pp +6.5 pp +6.5 pp +6.5 pp
Socha Financial Group, LLC CIK 0001967966 0.891 14 28.3 13.8% 2 +13.7 pp +13.8 pp +13.8 pp +13.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 27.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 24.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Reliant Wealth Planning CIK 0001823393 0.861 54 24.3 7.6% 3 -0.5 pp -1.4 pp +7.6 pp +7.6 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 22.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 22.6 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 20.1 13.6% 2 +0.2 pp +13.6 pp +13.6 pp +13.6 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 19.1 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
bLong Financial, LLC CIK 0001943004 0.352 80 17.1 11.9% 2 +6.0 pp +11.9 pp +11.9 pp +11.9 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 17.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 17.0 9.1% 2 -0.4 pp +9.1 pp +9.1 pp +9.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 16.8 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 14.8 1.1% 3 +0.2 pp +0.8 pp +1.1 pp +1.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 13.7 6.0% 3 -0.8 pp +0.7 pp +6.0 pp +6.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 12.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 11.1 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
DKM Wealth Management, Inc. CIK 0002055833 0.611 74 10.8 8.1% 3 +0.7 pp +2.0 pp +8.1 pp +8.1 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 10.4 7.1% 2 -0.4 pp +7.1 pp +7.1 pp +7.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 9.9 1.1% 3 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 9.4 3.1% 3 +0.5 pp +1.5 pp +3.1 pp +3.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 9.2 1.5% 3 +0.1 pp +1.2 pp +1.5 pp +1.5 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 9.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 8.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 7.9 1.5% 2 -2.5 pp +1.5 pp +1.5 pp +1.5 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 7.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 7.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 6.5 6.6% 3 +0.6 pp +2.4 pp +6.6 pp +6.6 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 6.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Weaver Consulting Group CIK 0001780055 0.312 297 6.2 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 5.8 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 5.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 5.6 3.2% 2 +2.4 pp +3.2 pp +3.2 pp +3.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brick & Kyle, Associates CIK 0001632253 0.567 96 5.5 2.0% 3 +1.3 pp +1.3 pp +2.0 pp +2.0 pp
1248 Management, LLC CIK 0002011147 0.275 149 5.4 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 5.1 2.1% 3 -0.2 pp -0.1 pp +2.1 pp +2.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.048 82 5.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 5.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 5.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 4.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CMC Financial Group CIK 0001770940 0.082 45 4.5 8.0% 2 +6.1 pp +8.0 pp +8.0 pp +8.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 4.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 4.0 3.1% 3 +0.9 pp +1.3 pp +3.1 pp +3.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Financial Designs Corp CIK 0001561383 0.764 41 3.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 3.4 1.3% 2 +0.8 pp +1.3 pp +1.3 pp +1.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 3.3 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.3 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Menard Financial Group LLC CIK 0001803156 0.228 80 2.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 2.4 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 2.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morangie Management LLC CIK 0002056670 0.556 34 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 2.1 0.8% 3 +0.3 pp +0.5 pp +0.8 pp +0.8 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.0 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 1.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.5 1.0% 3 -0.1 pp +0.2 pp +1.0 pp +1.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 1.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 1.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAP Partners, LLC CIK 0002006870 0.188 155 1.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 1.2 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.2 0.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 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 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 1.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Maia Wealth LLC CIK 0002010858 0.212 354 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.9 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmar Advisors LLC CIK 0002052481 0.756 23 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ETF Store, Inc. CIK 0001911470 0.237 114 0.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SLT Holdings LLC CIK 0002052222 0.097 146 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CV Advisors LLC CIK 0001872254 0.581 133 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 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 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Select Advisors, LLC CIK 0002055366 0.137 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.2 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 2 -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
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 3 -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
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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 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
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
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 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% 2 +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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 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% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 -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
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.1 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
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -1.4 pp -0.3 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -2.7 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
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 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
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
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 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 GRNY). Qtrs Held counts distinct quarters this fund has actually held GRNY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GRNY position size. Δ columns are the percentage-point change in GRNY'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