Signals

← Signals

☆GSLC

769 in-universe funds with a nonzero position in GSLC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24729
Score / z-0.458 / -0.57
Consensus200.08 over 379 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 3,894.1 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 991.5 0.5% 1 +0.5 pp +0.5 pp -0.1 pp -0.1 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 715.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 456.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 451.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 415.6 7.5% 5 -0.4 pp -6.7 pp -4.8 pp -5.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 387.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 281.6 7.5% 5 +0.2 pp +0.6 pp +0.5 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 266.5 3.5% 5 -0.3 pp -0.6 pp -0.7 pp -0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 235.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 185.2 1.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 165.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 163.4 2.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 145.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 123.5 7.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 117.3 12.5% 5 -0.1 pp -1.8 pp -1.9 pp -1.9 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 112.0 10.6% 5 -1.3 pp -0.7 pp -1.1 pp -1.0 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 93.5 17.2% 5 -0.0 pp -1.1 pp -1.4 pp -1.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 92.2 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 91.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 88.2 8.1% 5 -0.2 pp -2.1 pp -2.4 pp -1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 77.2 18.2% 5 -0.1 pp -0.8 pp -2.9 pp -3.7 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 63.3 2.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 59.8 3.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 59.2 0.5% 7 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 53.2 12.1% 5 -0.2 pp -1.1 pp -2.3 pp -2.8 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 51.4 5.9% 5 -0.1 pp -0.4 pp -0.2 pp -0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 51.3 5.9% 1 +5.9 pp +5.9 pp +0.0 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 51.1 1.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 50.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 50.4 0.8% 5 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 49.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 48.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 48.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 46.0 0.7% 5 -0.4 pp +0.3 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 45.6 4.5% 5 -0.0 pp -0.5 pp -0.8 pp -1.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 39.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 38.6 1.1% 5 -1.3 pp -1.3 pp -1.4 pp -1.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 36.2 1.9% 2 -0.6 pp +1.9 pp -25.4 pp -25.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 34.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 33.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 30.3 2.5% 5 -0.0 pp -0.3 pp -0.4 pp -0.5 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 28.9 1.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 28.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 28.2 3.7% 5 -0.0 pp -0.3 pp -0.7 pp -0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 28.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 28.0 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 27.3 7.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 26.3 12.3% 5 +0.1 pp -0.5 pp -0.3 pp -0.3 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 26.0 10.6% 5 +0.1 pp +0.5 pp +0.4 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 25.9 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 25.5 18.8% 2 +0.1 pp +18.8 pp +18.8 pp +18.8 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 24.6 5.9% 5 -0.3 pp +0.5 pp +0.5 pp -0.4 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 22.6 2.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 21.0 1.9% 5 -0.0 pp -0.1 pp -0.0 pp -0.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 20.6 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 20.1 5.8% 5 +0.4 pp +0.1 pp -0.8 pp -1.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 20.1 0.6% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 19.7 8.6% 5 +0.6 pp -0.2 pp -0.6 pp -1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 19.1 0.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 19.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 18.4 2.3% 5 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 16.7 10.3% 5 -0.1 pp -0.4 pp -0.6 pp -0.8 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 16.7 4.6% 5 -2.9 pp -3.4 pp -3.2 pp -1.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 16.3 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 16.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 15.8 2.2% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 15.1 1.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 14.8 1.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 13.8 1.4% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 13.7 4.0% 5 +0.3 pp +0.3 pp +0.4 pp +0.7 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 13.4 1.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 13.2 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 12.5 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 11.7 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 11.4 3.7% 5 -1.2 pp -2.0 pp -2.3 pp -2.4 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 11.3 7.5% 5 -0.4 pp -0.6 pp -0.6 pp -0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 11.1 5.0% 5 -1.1 pp -4.5 pp -5.3 pp -5.6 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 11.0 0.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TICINO WEALTH CIK 0002105416 0.168 135 10.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.6 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 9.1 0.9% 5 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 9.1 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 8.8 5.5% 5 -1.8 pp -2.0 pp -2.4 pp -1.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 8.3 4.3% 6 -0.1 pp -0.6 pp -0.7 pp -0.8 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 7.8 4.2% 5 +0.1 pp -0.3 pp -0.9 pp -0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 7.6 2.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 7.6 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 7.4 3.0% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 7.2 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 7.0 0.7% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 7.0 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.9 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 6.3 2.6% 5 -0.2 pp -0.5 pp +2.2 pp +2.4 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 6.3 1.5% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 6.0 1.3% 5 -0.2 pp -0.5 pp -1.5 pp -1.5 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 6.0 1.9% 5 +0.1 pp -1.2 pp -1.2 pp -1.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.9 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 5.8 0.0% 5 -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 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.2 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 5.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 4.9 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 4.6 2.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 4.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 4.3 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 4.2 1.1% 5 +0.1 pp -0.0 pp -0.2 pp -0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 4.2 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 4.1 2.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 3.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 3.8 2.7% 4 -0.0 pp -0.3 pp -4.5 pp +2.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.8 0.2% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 3.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 3.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.2 0.9% 3 -0.3 pp -0.4 pp +0.9 pp +0.9 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.9 0.7% 5 -0.1 pp -0.4 pp -1.6 pp -2.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +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% 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
☆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
☆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
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -7.6 pp -8.6 pp -8.7 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -4.6 pp -4.7 pp -4.8 pp -4.9 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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
☆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
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -10.9 pp -10.9 pp -11.2 pp -12.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.7 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 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
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 0.0 0.0% 0 +0.0 pp -0.1 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
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -1.6 pp -1.6 pp -1.7 pp -1.7 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -4.0 pp -4.4 pp -4.1 pp -4.2 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.2 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 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 +0.0 pp +0.0 pp -0.2 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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
☆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
☆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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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