Signals

← Signals

☆GSLC

593 in-universe funds with a nonzero position in GSLC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#401
Score / z0.448 / 0.67
Consensus202.67 over 370 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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,627.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 885.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 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 762.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 576.5 12.3% 2 -0.2 pp +12.3 pp +12.3 pp +12.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 399.7 0.1% 2 -0.0 pp +0.1 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 390.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 327.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 317.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 240.5 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 223.8 6.9% 2 -0.5 pp +6.9 pp +6.9 pp +6.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 152.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 149.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 148.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 128.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 112.2 11.7% 2 +0.0 pp +11.7 pp +11.7 pp +11.7 pp
☆SFMG, LLC CIK 0001512026 0.796 334 106.5 7.4% 2 -0.0 pp +7.4 pp +7.4 pp +7.4 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 105.7 14.5% 2 -0.0 pp +14.5 pp +14.5 pp +14.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 91.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 88.3 11.2% 3 -0.9 pp -1.4 pp +11.2 pp +11.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 88.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 85.9 10.4% 2 +1.3 pp +10.4 pp +10.4 pp +10.4 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 84.3 18.5% 2 -0.1 pp +18.5 pp +18.5 pp +18.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 73.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 71.0 21.1% 2 -0.7 pp +21.1 pp +21.1 pp +21.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 68.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 65.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 63.2 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 58.2 0.5% 4 +0.4 pp -0.0 pp -0.1 pp +0.5 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 56.8 25.4% 2 -1.0 pp +25.4 pp +25.4 pp +25.4 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 56.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 52.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 49.5 14.4% 2 -0.5 pp +14.4 pp +14.4 pp +14.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 48.5 27.3% 2 -0.2 pp +27.3 pp +27.3 pp +27.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 46.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 44.3 5.3% 2 -0.5 pp +5.3 pp +5.3 pp +5.3 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 44.1 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 43.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 42.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 41.7 5.9% 2 +0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 37.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 35.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 34.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 34.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 32.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 31.6 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 29.7 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 29.4 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 27.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 24.0 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 23.8 12.6% 2 +0.1 pp +12.6 pp +12.6 pp +12.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 23.7 5.4% 2 -0.8 pp +5.4 pp +5.4 pp +5.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 23.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 22.5 7.8% 2 +1.4 pp +7.8 pp +7.8 pp +7.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 21.4 10.2% 2 -0.1 pp +10.2 pp +10.2 pp +10.2 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 21.3 6.7% 2 -0.3 pp +6.7 pp +6.7 pp +6.7 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 20.8 7.7% 2 +0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 19.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 18.7 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 18.4 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 18.2 9.2% 2 -0.6 pp +9.2 pp +9.2 pp +9.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 18.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 18.0 10.3% 2 -0.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 17.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 17.5 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 16.7 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 16.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 15.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 15.7 10.9% 2 -0.1 pp +10.9 pp +10.9 pp +10.9 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 15.4 8.6% 2 -0.1 pp +8.6 pp +8.6 pp +8.6 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 15.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 14.4 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 13.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 13.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 13.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 13.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 12.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 12.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 12.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 12.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 12.1 3.7% 2 +0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 11.0 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 10.8 7.9% 2 +0.6 pp +7.9 pp +7.9 pp +7.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 10.5 8.1% 2 -0.1 pp +8.1 pp +8.1 pp +8.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 10.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 9.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 9.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 9.0 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 8.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 8.2 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 8.1 5.0% 3 -0.1 pp -0.2 pp +5.0 pp +5.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 7.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 7.7 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.3 2.3% 2 -0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 7.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 7.1 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 6.9 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 6.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 6.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 6.2 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 6.2 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 6.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 4.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 4.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 3.2 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 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
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -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
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +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
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 1 +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
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 -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% 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
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +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
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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 -0.0 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 GSLC). Qtrs Held counts distinct quarters this fund has actually held GSLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GSLC position size. Δ columns are the percentage-point change in GSLC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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