☆MINO
Flow ranking
Rank#19926
Score / z0.000 / -0.00
Consensus39.43 over 71 funds
Momentumnot computed
Price & positioning
225 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 26.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 | 0.635 | 1040 | 25.2 | 0.5% | 2 | +0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 13.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 12.7 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 10.7 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 8.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆NewEdge Advisors, LLC CIK 0001633516 | 0.773 | 4198 | 7.9 | 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 | 7.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 | 0.531 | 1085 | 7.4 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 6.7 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Asio Capital, LLC CIK 0001803291 | 0.492 | 109 | 6.3 | 0.9% | 2 | -0.0 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 | 0.643 | 71 | 6.3 | 3.3% | 2 | -0.2 pp | +3.3 pp | +3.3 pp | +3.3 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.602 | 2512 | 5.8 | 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 | 4.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clarity Asset Management, Inc. CIK 0001756759 | 0.213 | 66 | 4.2 | 2.4% | 2 | +0.0 pp | +2.4 pp | +2.4 pp | +2.4 pp |
| ☆Paulson Wealth Management Inc. CIK 0001731878 | 0.693 | 146 | 3.1 | 0.7% | 2 | -0.0 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Visionary Wealth Advisors CIK 0001802984 | 0.494 | 666 | 3.0 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Bridgewealth Advisory Group, LLC CIK 0001801982 | 0.538 | 141 | 2.3 | 0.5% | 2 | -0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Waterway Wealth Management, LLC CIK 0001992193 | 0.506 | 96 | 2.2 | 0.5% | 2 | -4.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Econ Financial Services Corp CIK 0001659718 | 0.021 | 72 | 2.1 | 1.1% | 2 | -0.0 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆Laurel Wealth Planning LLC CIK 0001842010 | 0.337 | 67 | 2.1 | 1.1% | 2 | +0.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆Mason & Associates, LLC CIK 0001895045 | 0.899 | 45 | 2.0 | 0.5% | 2 | -0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 2.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Lokken Investment Group LLC CIK 0001842840 | 0.331 | 148 | 2.0 | 0.7% | 2 | +0.0 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Quadcap Wealth Management, LLC CIK 0002009674 | 0.449 | 418 | 1.9 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆BCS Wealth Management CIK 0001798172 | 0.420 | 270 | 1.9 | 0.4% | 2 | -0.1 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Arrowroot Family Office, LLC CIK 0002017744 | 0.376 | 174 | 1.9 | 0.8% | 1 | +0.8 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Sprinkle Financial Consultants LLC CIK 0002011593 | 0.500 | 104 | 1.8 | 1.0% | 2 | -0.1 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Cardinal Point Capital Management ULC CIK 0001950841 | 0.694 | 294 | 1.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆PAX Financial Group, LLC CIK 0001803673 | 0.350 | 207 | 1.8 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 1.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VIAWEALTH, LLC CIK 0001965401 | 0.191 | 167 | 1.7 | 0.9% | 2 | +0.0 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆Hedeker Wealth, LLC CIK 0001633910 | 0.371 | 92 | 1.7 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 | 0.903 | 3702 | 1.7 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SITTNER & NELSON, LLC CIK 0001846138 | 0.312 | 614 | 1.7 | 0.6% | 2 | +0.2 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Able Wealth Management LLC CIK 0002011908 | 0.307 | 182 | 1.6 | 0.6% | 2 | -0.1 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Integrity Wealth Solutions LLC CIK 0002006918 | 0.316 | 129 | 1.5 | 0.7% | 2 | +0.2 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Destiny Wealth Partners, LLC CIK 0001844369 | 0.190 | 184 | 1.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 1.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vestmark Advisory Solutions, Inc. CIK 0001736982 | 0.556 | 1464 | 1.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.615 | 252 | 1.1 | 0.1% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 1.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ORG Partners LLC CIK 0001979372 | 0.288 | 1708 | 1.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Landmark Wealth Management, LLC CIK 0001728778 | 0.547 | 151 | 0.9 | 0.4% | 2 | -0.1 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Sterling Investment Advisors, Ltd. CIK 0001701132 | 0.353 | 225 | 0.9 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Kelman-Lazarov, Inc. CIK 0001672067 | 0.720 | 154 | 0.8 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beckerman Institutional, LLC CIK 0002043468 | 0.343 | 124 | 0.8 | 0.5% | 2 | -0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆&PARTNERS CIK 0000107136 | 0.806 | 2509 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Waverly Advisors, LLC CIK 0001568787 | 0.673 | 1737 | 0.7 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Park Capital Management, LLC / WI CIK 0001998000 | 0.000 | 161 | 0.7 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DAHRING | CUSMANO LLC CIK 0002053669 | 0.599 | 62 | 0.6 | 0.5% | 2 | +0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Cove Street Capital, LLC CIK 0001531612 | 0.084 | 96 | 0.6 | 0.8% | 2 | +0.1 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Trademark Financial Management, LLC CIK 0002011736 | 0.282 | 107 | 0.6 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Barnes Wealth Management Group, Inc CIK 0002066194 | 0.212 | 195 | 0.6 | 0.3% | 3 | +0.0 pp | +0.1 pp | +0.3 pp | +0.3 pp |
| ☆WealthShield Partners, LLC CIK 0001729303 | 0.077 | 379 | 0.6 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 | 0.378 | 139 | 0.5 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Pure Financial Advisors, LLC CIK 0001571556 | 0.884 | 636 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ProVise Management Group, LLC CIK 0001305707 | 0.509 | 282 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.5 | 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 | 0.5 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TECTONIC ADVISORS LLC CIK 0001859918 | 0.672 | 289 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Premier Path Wealth Partners, LLC CIK 0001999925 | 0.357 | 400 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AssuredPartners Investment Advisors, LLC CIK 0002055492 | 0.303 | 414 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1369 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 | 0.255 | 175 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Mayfair Advisory Group, LLC CIK 0001801926 | 0.459 | 185 | 0.3 | 0.1% | 2 | -0.2 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Krilogy Financial LLC CIK 0001659047 | 0.581 | 1060 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DAVENPORT & Co LLC CIK 0000887777 | 0.753 | 1328 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Crossmark Global Holdings, Inc. CIK 0001539204 | 0.649 | 1261 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthPlan Investment Management, LLC CIK 0001929986 | 0.471 | 473 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆High Net Worth Advisory Group LLC CIK 0001919142 | 0.399 | 250 | 0.3 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Mallini Complete Financial Planning LLC CIK 0002049540 | 0.228 | 70 | 0.3 | 0.2% | 2 | -0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆GPS Wealth Strategies Group, LLC CIK 0001731837 | 0.017 | 582 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Smith Thornton Advisors LLC CIK 0002032436 | 0.254 | 140 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone Wealth Management, LLC CIK 0001674117 | 0.526 | 744 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ABLE Financial Group, LLC CIK 0001977500 | 0.399 | 222 | 0.2 | 0.1% | 2 | -0.4 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Nautilus Advisors LLC CIK 0002083253 | 0.166 | 179 | 0.2 | 0.2% | 3 | -0.0 pp | -0.1 pp | +0.2 pp | +0.2 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone Advisory, LLC CIK 0001668189 | 0.651 | 273 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Beacon Financial Advisory LLC CIK 0001800502 | 0.266 | 417 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRIVATE TRUST CO NA CIK 0001277557 | 0.320 | 2708 | 0.2 | 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 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SouthState Bank Corp (SSB) CIK 0000764038 | 0.516 | 1313 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.1 | 0.0% | 2 | +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% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.0 | 0.0% | 2 | -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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allianz Asset Management GmbH CIK 0001535323 | 0.869 | 1564 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Betterment LLC CIK 0001633901 | 0.437 | 675 | 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% | 4 | -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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.0 | 0.0% | 0 | -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% | 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 |
| ☆Financial Advocates Investment Management CIK 0001730293 | 0.000 | 104 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.482 | 6351 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Briaud Financial Planning Inc CIK 0001800586 | 0.831 | 42 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 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 |
| ☆Cape Investment Advisory, Inc. CIK 0001944437 | 0.224 | 1449 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 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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