Signals

← Signals

☆LMBS

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

Flow ranking

Rank#2133
Score / z0.008 / 0.01
Consensus126.28 over 262 funds
Momentumnot computed

Price & positioning

223 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.
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 ▾
☆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 687.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 578.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 270.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 230.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 189.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 133.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 121.6 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 93.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 61.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 50.4 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 50.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 42.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 41.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 40.2 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 38.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 37.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 35.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 30.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 26.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 24.4 1.9% 4 -0.0 pp -0.5 pp -0.4 pp +1.9 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 24.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 24.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 22.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 22.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 21.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 21.0 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 21.0 4.2% 2 -0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 20.3 7.7% 2 -0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 19.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 17.4 1.1% 2 -0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 17.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 16.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 16.8 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TL Private Wealth CIK 0001802868 0.876 54 16.4 6.6% 2 +0.5 pp +6.6 pp +6.6 pp +6.6 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 16.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 15.4 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 15.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 15.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 14.6 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 13.8 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 13.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 13.5 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 13.0 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.3 0.0% 2 +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 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 12.1 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 12.0 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 11.1 4.9% 2 +0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 10.8 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 10.3 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 9.8 2.7% 2 +1.1 pp +2.7 pp +2.7 pp +2.7 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 9.6 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 9.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 9.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 8.6 2.7% 3 -0.2 pp -0.3 pp +2.7 pp +2.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.8 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 7.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 7.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.2 4.6% 2 +1.2 pp +4.6 pp +4.6 pp +4.6 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 7.0 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 6.9 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 6.8 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 6.7 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 6.7 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.6 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 6.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 6.3 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.1 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 5.7 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 5.4 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 5.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 4.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 4.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 3.8 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 3.8 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 3.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 3.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 3.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 3.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 3.3 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 3.2 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.0 2.5% 3 +0.1 pp +0.5 pp +2.5 pp +2.5 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 2.9 1.6% 3 +0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 2.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 2 -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% 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
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 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
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 2 -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% 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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +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
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.2 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
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 -0.1 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
☆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
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 -0.2 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
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.0 0.0% 0 -0.1 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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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 -0.2 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
☆Sachetta, LLC CIK 0002010574 0.327 1025 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 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.0 0.0% 0 -2.0 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 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 LMBS). Qtrs Held counts distinct quarters this fund has actually held LMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LMBS position size. Δ columns are the percentage-point change in LMBS'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