☆HMOP
Flow ranking
Rank#22332
Score / z-0.018 / -0.04
Consensus50.23 over 84 funds
Momentumno 12m return
Price & positioning
226 cached closes, trailing year
Drawdownno history
Short interest+11% / 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 60.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 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 | 42.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 41.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 31.5 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.2 pp |
| ☆Legacy Wealth Management, LLC CIK 0001488921 | 0.954 | 30 | 23.4 | 1.4% | 4 | +0.0 pp | +0.1 pp | +0.2 pp | +1.4 pp |
| ☆Goldstein Advisors, LLC CIK 0001963807 | 0.653 | 261 | 20.3 | 2.3% | 4 | -0.0 pp | -0.1 pp | -0.3 pp | +2.3 pp |
| ☆Apollon Wealth Management, LLC CIK 0001764387 | 0.594 | 1577 | 18.3 | 0.3% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.3 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 14.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Johnson & White Wealth Management, LLC CIK 0001954136 | 0.443 | 117 | 12.0 | 5.1% | 4 | +0.7 pp | +0.7 pp | +0.9 pp | +5.1 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 11.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Fragasso Financial Advisors Inc CIK 0001613331 | 0.862 | 360 | 10.9 | 0.7% | 2 | +0.1 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Avantax Planning Partners, Inc. CIK 0001005441 | 0.864 | 454 | 10.8 | 0.3% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.3 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 10.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sepio Capital, LP CIK 0001751412 | 0.794 | 346 | 10.3 | 0.6% | 4 | +0.3 pp | +0.3 pp | +0.3 pp | +0.6 pp |
| ☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 | 0.732 | 29 | 9.7 | 8.1% | 1 | +8.1 pp | +8.1 pp | +8.1 pp | +8.1 pp |
| ☆Henderson Brothers Financial Partners, LLC CIK 0002064329 | 0.411 | 77 | 9.4 | 2.4% | 1 | +2.4 pp | +2.4 pp | +2.4 pp | +2.4 pp |
| ☆Blue Water Asset Management CIK 0002033384 | 0.650 | 108 | 8.7 | 3.0% | 1 | +3.0 pp | +3.0 pp | +3.0 pp | +3.0 pp |
| ☆GGM Financial LLC CIK 0002021722 | 0.308 | 265 | 8.3 | 3.8% | 2 | +0.5 pp | +3.8 pp | +3.8 pp | +3.8 pp |
| ☆ERn Financial, LLC CIK 0001768302 | 0.529 | 161 | 8.1 | 1.5% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +1.5 pp |
| ☆Per Stirling Capital Management, LLC. CIK 0001689933 | 0.295 | 332 | 7.3 | 0.8% | 2 | +0.1 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 6.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 6.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Wealthcare Advisory Partners LLC CIK 0001683059 | 0.633 | 1084 | 5.9 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 0.539 | 502 | 5.5 | 0.4% | 4 | +0.1 pp | +0.1 pp | +0.3 pp | +0.4 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 5.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RiverFront Investment Group, LLC CIK 0001469751 | 0.690 | 427 | 5.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Bernardo Wealth Planning LLC CIK 0001765595 | 0.655 | 139 | 5.2 | 1.0% | 4 | +0.1 pp | +0.1 pp | +0.0 pp | +1.0 pp |
| ☆Anderson Financial Strategies, LLC CIK 0002018166 | 0.350 | 36 | 5.1 | 2.8% | 3 | -0.0 pp | -0.1 pp | +2.8 pp | +2.8 pp |
| ☆Uniting Wealth Partners, LLC CIK 0002056414 | 0.344 | 207 | 4.7 | 1.0% | 1 | +1.0 pp | +0.0 pp | +1.0 pp | +1.0 pp |
| ☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 | 0.615 | 106 | 4.6 | 1.3% | 4 | -0.0 pp | -0.2 pp | -0.2 pp | +1.3 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 4.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Strid Group, LLC CIK 0001625800 | 0.894 | 93 | 4.1 | 0.5% | 4 | +0.1 pp | +0.1 pp | +0.0 pp | +0.5 pp |
| ☆Retirement Planning Group, LLC CIK 0001508195 | 0.844 | 541 | 3.9 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 3.7 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 3.4 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 3.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Apollon Financial, LLC CIK 0002011195 | 0.470 | 293 | 2.7 | 0.4% | 4 | +0.1 pp | +0.0 pp | +0.0 pp | +0.4 pp |
| ☆Landmark Wealth Management, LLC CIK 0001728778 | 0.547 | 151 | 2.5 | 0.7% | 4 | -0.1 pp | -0.2 pp | -0.3 pp | +0.7 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 2.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CRUX WEALTH ADVISORS CIK 0002054270 | 0.269 | 192 | 2.4 | 0.9% | 4 | -0.1 pp | -0.2 pp | -0.3 pp | +0.9 pp |
| ☆GAMMA Investing LLC CIK 0002010235 | 0.492 | 4173 | 2.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆RTD Financial Advisors, Inc. CIK 0001810555 | 0.693 | 120 | 2.0 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Montis Financial, LLC CIK 0001844314 | 0.565 | 152 | 2.0 | 0.4% | 4 | -0.0 pp | -0.3 pp | -0.8 pp | +0.4 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 1.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 1.8 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 | 0.556 | 360 | 1.8 | 0.1% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.1 pp |
| ☆Wiser Advisor Group LLC CIK 0002011550 | 0.262 | 229 | 1.8 | 2.1% | 3 | +0.0 pp | -0.2 pp | +2.1 pp | +2.1 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 1.7 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Thrive Wealth Management, LLC CIK 0001847610 | 0.785 | 254 | 1.7 | 0.3% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.3 pp |
| ☆Cornerstone Wealth Management, LLC CIK 0001674117 | 0.526 | 744 | 1.7 | 0.1% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆Richard P Slaughter Associates Inc CIK 0001811783 | 0.599 | 101 | 1.5 | 0.3% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.3 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 1.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 1.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone Wealth Group, LLC CIK 0001774879 | 0.483 | 496 | 1.3 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 | 0.177 | 1003 | 1.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Magnus Financial Group LLC CIK 0001765216 | 0.574 | 387 | 1.2 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 1.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OneAscent Financial Services LLC CIK 0001780985 | 0.651 | 605 | 1.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.0 pp | +0.1 pp |
| ☆Westside Investment Management, Inc. CIK 0001538383 | 0.328 | 1446 | 1.0 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 1.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 1.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Stonehearth Capital Management, LLC CIK 0001550191 | 0.486 | 94 | 0.9 | 0.4% | 4 | +0.0 pp | -0.1 pp | -0.1 pp | +0.4 pp |
| ☆VICUS CAPITAL CIK 0001544806 | 0.660 | 268 | 0.9 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Summit Financial, LLC CIK 0001765536 | 0.662 | 1580 | 0.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 | 0.341 | 299 | 0.8 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 0.8 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.1 pp |
| ☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 | 0.785 | 97 | 0.8 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 0.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 | 0.564 | 309 | 0.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bleakley Financial Group, LLC CIK 0001936953 | 0.667 | 944 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Amplius Wealth Advisors, LLC CIK 0001900584 | 0.772 | 211 | 0.7 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Kingsview Wealth Management, LLC CIK 0001791965 | 0.553 | 1409 | 0.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 | 0.241 | 175 | 0.5 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Cedar Point Capital Partners, LLC CIK 0001954337 | 0.505 | 76 | 0.4 | 0.3% | 3 | -1.1 pp | -1.3 pp | +0.3 pp | +0.3 pp |
| ☆Independent Advisor Alliance CIK 0001696899 | 0.044 | 1054 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 | 0.602 | 985 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 | 0.063 | 295 | 0.4 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Princeton Global Asset Management LLC CIK 0001767349 | 0.425 | 831 | 0.4 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 0.3 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HB Wealth Management, LLC CIK 0001911253 | 0.932 | 1701 | 0.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Certified Advisory Corp CIK 0001731732 | 0.386 | 327 | 0.3 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Argent Trust Co CIK 0001625292 | 0.533 | 769 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Wealthspire Retirement, LLC CIK 0002040084 | 0.698 | 321 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 0.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 | 0.185 | 935 | 0.3 | 0.2% | 3 | +0.1 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆BENJAMIN EDWARDS INC CIK 0001451623 | 0.583 | 1416 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.474 | 2266 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Strategic Blueprint, LLC CIK 0001767821 | 0.399 | 689 | 0.3 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 | 0.743 | 140 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆HILL ISLAND FINANCIAL LLC CIK 0001909798 | 0.767 | 93 | 0.2 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Focus Partners Advisor Solutions, LLC CIK 0001868872 | 0.885 | 1243 | 0.2 | 0.0% | 1 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Stonebridge Financial Group, LLC CIK 0002009367 | 0.338 | 275 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Longview Financial Advisors LLC CIK 0002076077 | 0.776 | 150 | 0.1 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆United Community Bank CIK 0002000314 | 0.267 | 534 | 0.1 | 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 | 0.1 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parallel Advisors, LLC CIK 0001690010 | 0.782 | 3893 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ascentis Independent Advisors CIK 0001845003 | 0.000 | 355 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 | 0.985 | 8402 | 0.0 | 0.0% | 6 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 | 0.040 | 2589 | 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 |
| ☆Basepoint Wealth LLC CIK 0002088236 | 0.229 | 632 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Smartleaf Asset Management LLC CIK 0002010393 | 0.619 | 3465 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.0 | 0.0% | 2 | -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% | 4 | -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 |
| ☆Masso Torrence Wealth Management Inc. CIK 0001903153 | 0.430 | 108 | 0.0 | 0.0% | 0 | +0.0 pp | -0.4 pp | -0.5 pp | +0.0 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 |
| ☆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 |
| ☆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 |
| ☆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 |
| ☆HUNTINGTON NATIONAL BANK CIK 0000049205 | 0.827 | 4753 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Madison Wealth Partners, Inc CIK 0001844424 | 0.603 | 292 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Sterling Investment Counsel, LLC CIK 0001925853 | 0.522 | 195 | 0.0 | 0.0% | 0 | +0.0 pp | -2.2 pp | -0.9 pp | +0.0 pp |
| ☆Friday Financial CIK 0002048792 | 0.653 | 108 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | +0.0 pp |
| ☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 | 0.732 | 655 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 | 0.073 | 1051 | 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 |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Oregon Pacific Wealth Management, LLC CIK 0002043757 | 0.272 | 115 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 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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