☆GSST
Flow ranking
Rank#16630
Score / z0.000 / -0.01
Consensus54.36 over 96 funds
Momentumnot computed
Price & positioning
227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆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 | 120.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 68.5 | 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 | 48.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 45.7 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Amplius Wealth Advisors, LLC CIK 0001900584 | 0.771 | 211 | 39.7 | 3.3% | 3 | -0.1 pp | +0.1 pp | +3.3 pp | +3.3 pp |
| ☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 | 0.967 | 6822 | 38.9 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kensington Asset Management, LLC CIK 0001979884 | 0.823 | 39 | 35.9 | 1.9% | 2 | -0.1 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 34.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 28.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Avestar Capital, LLC CIK 0001704404 | 0.627 | 490 | 20.4 | 1.4% | 3 | -0.1 pp | -0.2 pp | +1.4 pp | +1.4 pp |
| ☆PATTEN & PATTEN INC/TN CIK 0001044905 | 0.574 | 350 | 18.7 | 1.1% | 3 | -0.0 pp | -0.0 pp | +1.1 pp | +1.1 pp |
| ☆McGowan Group Asset Management, Inc. CIK 0001633227 | 0.436 | 152 | 18.6 | 2.3% | 3 | +0.2 pp | +0.2 pp | +2.3 pp | +2.3 pp |
| ☆One Capital Management, LLC CIK 0001606588 | 0.779 | 522 | 16.4 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆SPINNAKER TRUST CIK 0001158970 | 0.675 | 309 | 16.2 | 0.9% | 3 | -0.0 pp | -0.1 pp | +0.9 pp | +0.9 pp |
| ☆Alpha Omega Wealth Management LLC CIK 0001665633 | 0.363 | 208 | 14.4 | 2.4% | 3 | +0.2 pp | +0.3 pp | +2.4 pp | +2.4 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 13.2 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Redhawk Wealth Advisors, Inc. CIK 0001535811 | 0.085 | 408 | 12.7 | 1.4% | 1 | +1.4 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆Frazier Financial Advisors, LLC CIK 0002002745 | 0.569 | 619 | 10.5 | 6.2% | 3 | -0.3 pp | +3.4 pp | +6.2 pp | +6.2 pp |
| ☆WINCAP FINANCIAL LLC CIK 0002064588 | 0.329 | 91 | 10.3 | 7.1% | 3 | +0.1 pp | -0.3 pp | +7.1 pp | +7.1 pp |
| ☆SAGE RHINO CAPITAL LLC CIK 0001771605 | 0.279 | 380 | 10.0 | 1.9% | 3 | +0.8 pp | +0.7 pp | +1.9 pp | +1.9 pp |
| ☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 | 0.836 | 221 | 9.7 | 1.0% | 3 | +0.3 pp | +0.4 pp | +1.0 pp | +1.0 pp |
| ☆Inscription Capital, LLC CIK 0001767868 | 0.329 | 789 | 8.8 | 0.9% | 3 | -0.3 pp | -0.7 pp | +0.9 pp | +0.9 pp |
| ☆Cassia Capital Partners, LLC CIK 0001844897 | 0.548 | 69 | 8.6 | 4.6% | 3 | +1.3 pp | +1.2 pp | +4.6 pp | +4.6 pp |
| ☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 | 0.375 | 207 | 8.0 | 3.1% | 3 | +0.1 pp | -0.4 pp | +3.1 pp | +3.1 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 7.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 7.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 7.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆POTENTIA WEALTH CIK 0002052308 | 0.453 | 60 | 6.9 | 2.5% | 2 | +0.2 pp | +2.5 pp | +2.5 pp | +2.5 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 6.9 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mainstream Capital Management LLC CIK 0002043084 | 0.307 | 90 | 6.4 | 4.2% | 2 | +3.0 pp | +4.2 pp | +4.2 pp | +4.2 pp |
| ☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 | 0.669 | 158 | 6.1 | 0.4% | 3 | -0.0 pp | -0.0 pp | +0.4 pp | +0.4 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 5.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AVALON CAPITAL MANAGEMENT CIK 0001510809 | 0.347 | 126 | 5.3 | 1.3% | 3 | -1.0 pp | -0.4 pp | +1.3 pp | +1.3 pp |
| ☆IHT Wealth Management, LLC CIK 0001697490 | 0.413 | 1236 | 5.1 | 0.1% | 3 | -0.0 pp | -0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ignite Planners, LLC CIK 0001849348 | 0.326 | 422 | 4.2 | 0.6% | 3 | -0.0 pp | -0.1 pp | +0.6 pp | +0.6 pp |
| ☆NewEdge Advisors, LLC CIK 0001633516 | 0.773 | 4198 | 4.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 | 0.556 | 360 | 3.6 | 0.2% | 3 | +0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 3.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Berger Financial Group, Inc CIK 0001826136 | 0.633 | 475 | 3.5 | 0.2% | 3 | +0.1 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆G&S Capital LLC CIK 0001731448 | 0.138 | 152 | 3.1 | 1.1% | 3 | +0.4 pp | +0.3 pp | +1.1 pp | +1.1 pp |
| ☆FreeGulliver LLC CIK 0002032561 | 0.536 | 123 | 3.0 | 1.3% | 1 | +1.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆&PARTNERS CIK 0000107136 | 0.806 | 2509 | 3.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆SFG Wealth Management, LLC. CIK 0001908914 | 0.461 | 113 | 2.8 | 1.1% | 2 | -0.5 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.473 | 2266 | 2.7 | 0.1% | 3 | +0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 2.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 2.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Barnes Wealth Management Group, Inc CIK 0002066194 | 0.212 | 195 | 2.5 | 1.3% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +1.3 pp |
| ☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 | 0.903 | 3702 | 2.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 2.3 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Eldridge Investment Advisors, Inc. CIK 0001727993 | 0.454 | 163 | 2.3 | 0.5% | 3 | +0.0 pp | +0.1 pp | +0.5 pp | +0.5 pp |
| ☆Procyon Advisors, LLC CIK 0001804329 | 0.458 | 586 | 2.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 0.073 | 1051 | 2.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Fortis Capital Management LLC CIK 0001802167 | 0.488 | 235 | 2.3 | 0.3% | 3 | -0.0 pp | +0.0 pp | +0.3 pp | +0.3 pp |
| ☆Brio Consultants, LLC CIK 0001747799 | 0.768 | 164 | 2.0 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 | 0.846 | 1609 | 2.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MGO ONE SEVEN LLC CIK 0001731444 | 0.481 | 1537 | 1.7 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 1.7 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OneDigital Investment Advisors LLC CIK 0001690370 | 0.718 | 1563 | 1.6 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 1.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHANNEL WEALTH LLC CIK 0001975550 | 0.260 | 188 | 1.5 | 0.4% | 3 | -0.0 pp | +0.1 pp | +0.4 pp | +0.4 pp |
| ☆STEPHENS INC /AR/ CIK 0000757657 | 0.689 | 1332 | 1.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆DAVENPORT & Co LLC CIK 0000887777 | 0.753 | 1328 | 1.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 1.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lionsbridge Wealth Management LLC CIK 0001800533 | 0.119 | 68 | 1.2 | 1.2% | 3 | -0.0 pp | -0.4 pp | +1.2 pp | +1.2 pp |
| ☆Perigon Wealth Management, LLC CIK 0001575239 | 0.680 | 1411 | 1.1 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ascentis Independent Advisors CIK 0001845003 | 0.000 | 355 | 1.1 | 0.2% | 3 | -0.0 pp | -0.0 pp | +0.2 pp | +0.2 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 1.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 1.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brookwood Investment Group LLC CIK 0002066812 | 0.241 | 513 | 1.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆GPS Wealth Strategies Group, LLC CIK 0001731837 | 0.017 | 582 | 1.0 | 0.8% | 3 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 1.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Heck Capital Advisors, LLC CIK 0002046227 | 0.468 | 214 | 0.9 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 0.9 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.9 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.8 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.8 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Advisor Solutions, LLC CIK 0001868872 | 0.885 | 1243 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Wealth Partners, LLC CIK 0001335851 | 0.644 | 178 | 0.8 | 0.1% | 3 | -0.0 pp | -0.1 pp | +0.1 pp | +0.1 pp |
| ☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 | 0.614 | 223 | 0.8 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Burford Brothers, Inc. CIK 0002001434 | 0.297 | 182 | 0.7 | 0.3% | 3 | -0.0 pp | -0.0 pp | +0.3 pp | +0.3 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 0.7 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 | 0.298 | 493 | 0.6 | 0.1% | 3 | +0.0 pp | -0.1 pp | +0.1 pp | +0.1 pp |
| ☆Everest Private Wealth CIK 0002056683 | 0.390 | 85 | 0.6 | 0.3% | 3 | -0.2 pp | -0.2 pp | +0.3 pp | +0.3 pp |
| ☆Rock Point Advisors, LLC CIK 0001301540 | 0.271 | 123 | 0.6 | 0.2% | 3 | -0.0 pp | -0.0 pp | +0.2 pp | +0.2 pp |
| ☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 | 0.326 | 194 | 0.6 | 0.2% | 3 | +0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆TD Capital Management LLC CIK 0001483824 | 0.737 | 797 | 0.6 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆ATWOOD & PALMER INC CIK 0001044929 | 0.598 | 495 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Atlas Brown,Inc. CIK 0001388168 | 0.265 | 237 | 0.5 | 0.2% | 3 | +0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆Avidian Wealth Enterprises, LLC CIK 0001471474 | 0.738 | 722 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Regal Investment Advisors LLC CIK 0001559789 | 0.425 | 647 | 0.5 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 | 0.325 | 97 | 0.5 | 0.3% | 3 | -0.0 pp | -0.0 pp | +0.3 pp | +0.3 pp |
| ☆Register Financial Advisors LLC CIK 0001962636 | 0.168 | 426 | 0.4 | 0.2% | 3 | -0.0 pp | -0.0 pp | +0.2 pp | +0.2 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Elmwood Wealth Management, Inc. CIK 0001731927 | 0.275 | 200 | 0.4 | 0.1% | 3 | -0.0 pp | -0.1 pp | +0.1 pp | +0.1 pp |
| ☆Synergy Financial Group, LTD CIK 0001905669 | 0.242 | 119 | 0.4 | 0.3% | 3 | +0.0 pp | +0.0 pp | +0.3 pp | +0.3 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 | 0.421 | 68 | 0.4 | 0.2% | 3 | -1.6 pp | -1.7 pp | +0.2 pp | +0.2 pp |
| ☆Three Seasons Wealth, LLC CIK 0002044495 | 0.000 | 180 | 0.4 | 0.0% | 2 | -0.7 pp | +0.0 pp | -3.3 pp | +0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearwater Capital Advisors, LLC CIK 0001690531 | 0.787 | 189 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Advisors, Ltd. LLC CIK 0001597878 | 0.602 | 1518 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Navalign, LLC CIK 0001820593 | 0.504 | 132 | 0.3 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CWC Advisors, LLC. CIK 0001520683 | 0.235 | 152 | 0.3 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆B. Riley Wealth Advisors, Inc. CIK 0001464811 | 0.380 | 831 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 | 0.332 | 156 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.3 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Waverly Advisors, LLC CIK 0001568787 | 0.673 | 1737 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.2 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆North Forty Two & Co. CIK 0002055134 | 0.221 | 104 | 0.2 | 0.2% | 3 | -0.0 pp | -0.1 pp | +0.2 pp | +0.2 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Trademark Financial Management, LLC CIK 0002011736 | 0.282 | 107 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆COMERICA BANK CIK 0000901541 | 0.812 | 3711 | 0.2 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EverSource Wealth Advisors, LLC CIK 0001710537 | 0.381 | 4385 | 0.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wagner Wealth Management, LLC CIK 0001728657 | 0.506 | 282 | 0.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tower Research Capital LLC (TRC) CIK 0001533421 | 0.051 | 5180 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Golden State Wealth Management, LLC CIK 0001776033 | 0.339 | 1620 | 0.1 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AlphaCore Capital LLC CIK 0001713662 | 0.482 | 1478 | 0.0 | 0.0% | 1 | +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% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mascoma Wealth Management LLC CIK 0001695664 | 0.757 | 609 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BLAIR WILLIAM & CO/IL CIK 0000902367 | 0.856 | 1998 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Financial Gravity Asset Management, Inc. CIK 0001741736 | 0.393 | 973 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Betterment LLC CIK 0001633901 | 0.437 | 675 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.0 | 0.0% | 3 | +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% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Transamerica Financial Advisors, LLC CIK 0001502149 | 0.192 | 2188 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARRETT & COMPANY, INC. CIK 0000887602 | 0.414 | 707 | 0.0 | 0.0% | 1 | +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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Buska Wealth Management, LLC CIK 0001910503 | 0.535 | 81 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 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 | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆CIBC Private Wealth Group LLC CIK 0001298088 | 0.914 | 3397 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Worth Asset Management, LLC CIK 0001927285 | 0.074 | 212 | 0.0 | 0.0% | 0 | -0.1 pp | -0.4 pp | +0.0 pp | +0.0 pp |
| ☆SYNOVUS FINANCIAL CORP CIK 0000018349 | 0.875 | 937 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ZEGA Investments, LLC CIK 0002045703 | 0.596 | 215 | 0.0 | 0.0% | 0 | +0.0 pp | -0.4 pp | +0.0 pp | +0.0 pp |
| ☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 | 0.031 | 656 | 0.0 | 0.0% | 0 | +0.0 pp | -1.4 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 |
| ☆Proficio Capital Partners LLC CIK 0001654175 | 0.230 | 690 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Northwest Capital Management Inc CIK 0001730404 | 0.000 | 92 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 | 0.475 | 401 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆TT Capital Management LLC CIK 0002056338 | 0.378 | 77 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Keystone Wealth Services, LLC CIK 0001866189 | 0.294 | 326 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆Fulcrum Equity Management CIK 0001737888 | 0.098 | 140 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.6 pp | +0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 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 |
| ☆Arlington Trust Co LLC CIK 0001997685 | 0.934 | 846 | 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 | -0.7 pp | -0.6 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 |
| ☆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 |
| ☆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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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