☆JPUS
Flow ranking
Rank#18944
Score / z0.000 / -0.02
Consensus41.85 over 66 funds
Momentumnot computed
Price & positioning
226 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Modera Wealth Management, LLC CIK 0001542143 | 0.854 | 650 | 33.5 | 0.4% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 32.9 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ST GERMAIN D J CO INC CIK 0000831571 | 0.623 | 914 | 31.8 | 1.1% | 5 | -0.1 pp | -0.0 pp | -0.1 pp | -0.2 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 24.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 18.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HighPoint Advisor Group LLC CIK 0001616034 | 0.583 | 691 | 14.0 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Sterneck Capital Management, LLC CIK 0001438574 | 0.485 | 103 | 12.9 | 5.5% | 5 | +0.1 pp | +0.6 pp | +0.5 pp | +0.4 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 10.8 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 10.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 9.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 8.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kingsview Wealth Management, LLC CIK 0001791965 | 0.553 | 1409 | 8.9 | 0.1% | 1 | +0.1 pp | +0.1 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 | 7.4 | 0.0% | 7 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 6.9 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beacon Pointe Advisors, LLC CIK 0001744317 | 0.792 | 1868 | 5.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Apollon Wealth Management, LLC CIK 0001764387 | 0.594 | 1577 | 5.2 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.1 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 | 5.0 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 3.9 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Vise Technologies, Inc. CIK 0001812090 | 0.362 | 1774 | 3.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 3.3 | 0.0% | 5 | -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 | 3.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆HHM Wealth Advisors, LLC CIK 0001750086 | 0.827 | 896 | 2.9 | 0.3% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 2.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MN Wealth Advisors, LLC CIK 0001992972 | 0.376 | 133 | 2.2 | 0.9% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆RHS Financial, LLC CIK 0001766514 | 0.159 | 165 | 1.9 | 0.8% | 5 | +0.1 pp | +0.1 pp | +0.1 pp | +0.0 pp |
| ☆Schiavi & Co LLC CIK 0001840014 | 0.886 | 60 | 1.9 | 0.5% | 5 | -0.0 pp | -0.1 pp | +0.2 pp | +0.2 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 1.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 1.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 1.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LexAurum Advisors, LLC CIK 0001729677 | 0.398 | 423 | 1.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | -0.0 pp | -0.0 pp |
| ☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 | 0.898 | 129 | 1.1 | 0.1% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 1.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Avant Capital LLC CIK 0001653443 | 0.369 | 86 | 1.0 | 0.6% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.1 pp |
| ☆Elevation Wealth Management LLC CIK 0002093518 | 0.167 | 145 | 0.9 | 0.7% | 2 | -0.1 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Patten Group, Inc. CIK 0001633207 | 0.286 | 325 | 0.8 | 0.1% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 | 0.385 | 1529 | 0.8 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆KELLY FINANCIAL GROUP LLC CIK 0001128066 | 0.752 | 107 | 0.7 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 | 0.924 | 4888 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Allegheny Financial Group CIK 0001844148 | 0.552 | 305 | 0.6 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 | 0.019 | 135 | 0.6 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Empire Financial Management Company, LLC CIK 0001971875 | 0.017 | 139 | 0.6 | 0.2% | 5 | +0.1 pp | +0.1 pp | -0.1 pp | -0.1 pp |
| ☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 | 0.502 | 578 | 0.6 | 0.3% | 5 | -0.0 pp | +0.1 pp | +0.0 pp | +0.0 pp |
| ☆Targeted Financial Services LLC CIK 0001758288 | 0.562 | 63 | 0.6 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 | 0.590 | 811 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆FOSTER & MOTLEY INC CIK 0001163902 | 0.533 | 405 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ALBION FINANCIAL GROUP /UT CIK 0001054677 | 0.646 | 652 | 0.4 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 | 0.155 | 143 | 0.4 | 0.1% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆VestGen Advisors, LLC CIK 0002050130 | 0.463 | 1075 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kathmere Capital Management, LLC CIK 0001794543 | 0.522 | 671 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Etesian Wealth Advisors, Inc. CIK 0001997586 | 0.411 | 141 | 0.4 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Intrua Financial, LLC CIK 0001812792 | 0.394 | 491 | 0.4 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 | 0.492 | 74 | 0.3 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Focus Financial Network, Inc. CIK 0002010942 | 0.631 | 764 | 0.3 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 | 0.542 | 3901 | 0.3 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MGO ONE SEVEN LLC CIK 0001731444 | 0.481 | 1537 | 0.3 | 0.0% | 5 | -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% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Summit Financial, LLC CIK 0001765536 | 0.662 | 1580 | 0.2 | 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 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.2 | 0.1% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Midwest Trust Co CIK 0002077080 | 0.757 | 606 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GTS SECURITIES LLC CIK 0001452765 | 0.104 | 1323 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Birchwood Financial Partners, Inc. CIK 0002110062 | 0.263 | 352 | 0.2 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Apella Capital, LLC CIK 0001801507 | 0.827 | 695 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CLG LLC CIK 0002059872 | 0.428 | 156 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GuidedMoney, LLC CIK 0002112951 | 0.875 | 34 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Continuum Advisory, LLC CIK 0001846532 | 0.320 | 1986 | 0.2 | 0.0% | 1 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆BlackRock, Inc. (BLK) CIK 0002012383 | 0.995 | 5652 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ancora Advisors LLC CIK 0001446114 | 0.489 | 2040 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Cassaday & Co Wealth Management LLC CIK 0001963612 | 0.946 | 1313 | 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% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 | 0.974 | 3723 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Horizon Investments, LLC CIK 0001560717 | 0.541 | 1386 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Harbor Asset Planning, Inc. CIK 0002077050 | 0.237 | 416 | 0.1 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HUNTINGTON NATIONAL BANK CIK 0000049205 | 0.827 | 4753 | 0.1 | 0.0% | 5 | -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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 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% | 5 | -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 | 0.0 | 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% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.0 | 0.0% | 1 | +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% | 6 | -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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.0 | 0.0% | 5 | -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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 | 0.946 | 4139 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Gateway Wealth Partners, LLC CIK 0001966037 | 0.275 | 750 | 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 |
| ☆Clear Point Advisors Inc. CIK 0002010474 | 0.000 | 93 | 0.0 | 0.0% | 0 | +0.0 pp | -0.4 pp | -0.8 pp | -0.8 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 |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 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 |
| ☆NWAM LLC CIK 0001655006 | 0.392 | 684 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Financially in Tune, LLC CIK 0002113970 | 0.477 | 77 | 0.0 | 0.0% | 0 | -4.4 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 0.0 | 0.0% | 0 | +0.0 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 |
| ☆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 |
| ☆Independent Wealth Network Inc. CIK 0001891240 | 0.224 | 338 | 0.0 | 0.0% | 0 | +0.0 pp | -0.6 pp | -0.6 pp | -0.5 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 0.0 | 0.0% | 0 | +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 | 0.0 | 0.0% | 0 | +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% | 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 |
| ☆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 |
| ☆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 |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Hershey Financial Advisers, LLC CIK 0002034214 | 0.009 | 85 | 0.0 | 0.0% | 0 | -1.2 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 |
| ☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 0.225 | 2262 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Paladin Advisory Group, LLC CIK 0001899703 | 0.288 | 243 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 0.0 | 0.0% | 0 | +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% | 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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