☆PAPR
Flow ranking
Rank#19138
Score / z0.000 / -0.02
Consensus53.40 over 108 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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 | 0.949 | 3317 | 93.9 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 23.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 18.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Composition Wealth, LLC CIK 0001585859 | 0.756 | 995 | 16.5 | 0.2% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.2 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 14.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 12.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 12.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 11.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 10.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 10.8 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 10.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BLAIR WILLIAM & CO/IL CIK 0000902367 | 0.856 | 1998 | 10.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 10.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bedel Financial Consulting, Inc. CIK 0001730511 | 0.767 | 307 | 9.4 | 1.1% | 4 | +0.1 pp | -0.1 pp | -0.1 pp | +1.1 pp |
| ☆Beacon Pointe Advisors, LLC CIK 0001744317 | 0.792 | 1868 | 8.7 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 | 0.307 | 104 | 8.7 | 4.5% | 1 | +4.5 pp | +4.5 pp | +4.5 pp | +4.5 pp |
| ☆Southland Equity Partners LLC CIK 0002006517 | 0.434 | 306 | 8.4 | 1.6% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +1.6 pp |
| ☆Bellwether Advisors, LLC CIK 0001819815 | 0.107 | 167 | 8.4 | 1.4% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +1.4 pp |
| ☆AA Financial Advisors, LLC CIK 0002016899 | 0.439 | 230 | 8.2 | 1.2% | 4 | -0.4 pp | -0.5 pp | -0.6 pp | +1.2 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 7.8 | 0.1% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tradition Wealth Management, LLC CIK 0001843010 | 0.463 | 538 | 7.2 | 0.5% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.5 pp |
| ☆Triad Wealth Partners, LLC CIK 0002012717 | 0.205 | 553 | 6.8 | 0.5% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.5 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 6.1 | 0.1% | 4 | -0.0 pp | +0.0 pp | -0.4 pp | +0.1 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 5.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 | 0.439 | 702 | 5.8 | 1.7% | 4 | -0.1 pp | -0.2 pp | -0.3 pp | +1.7 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 5.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 | 0.936 | 433 | 5.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.1 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 5.2 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Rothschild Wealth LLC CIK 0001811345 | 0.247 | 656 | 5.1 | 0.5% | 2 | -0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Elmwood Wealth Management, Inc. CIK 0001731927 | 0.275 | 200 | 5.1 | 1.4% | 4 | -0.1 pp | -0.3 pp | -0.5 pp | +1.4 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 4.9 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPWealth LLP CIK 0001950118 | 0.866 | 103 | 4.7 | 0.7% | 4 | +0.3 pp | +0.2 pp | +0.1 pp | +0.7 pp |
| ☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 | 0.310 | 128 | 4.5 | 2.2% | 4 | -0.0 pp | -0.1 pp | -0.3 pp | +2.2 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 4.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆MTM FINANCIAL GROUP, LLC CIK 2132054 | 0.556 | 95 | 4.0 | 1.9% | 6 | -0.0 pp | -0.0 pp | -0.2 pp | -0.2 pp |
| ☆Nikulski Financial, Inc. CIK 0001729847 | 0.296 | 180 | 3.5 | 0.9% | 4 | +0.0 pp | -0.2 pp | -0.2 pp | +0.9 pp |
| ☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 | 0.521 | 555 | 3.4 | 0.2% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.2 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 3.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Keating Financial Advisory Services, Inc. CIK 0002103443 | 0.490 | 2608 | 3.3 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 3.2 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆CRA Financial Services, LLC CIK 0001765594 | 0.529 | 321 | 3.1 | 0.4% | 4 | +0.0 pp | -0.0 pp | -0.1 pp | +0.4 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 3.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 | 0.241 | 488 | 2.9 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆Diligent Investors, LLC CIK 0001549042 | 0.241 | 357 | 2.8 | 0.7% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.7 pp |
| ☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 | 0.739 | 224 | 2.8 | 0.4% | 4 | +0.0 pp | -0.6 pp | -0.7 pp | +0.4 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 2.8 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 2.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CORRADO ADVISORS, LLC CIK 0001482611 | 0.121 | 120 | 2.6 | 1.3% | 4 | +0.0 pp | -0.0 pp | -0.2 pp | +1.3 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.474 | 2266 | 2.5 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 2.4 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆COFG Advisors, LLC CIK 0002104330 | 0.221 | 319 | 2.3 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Blue Water Asset Management CIK 0002033384 | 0.650 | 108 | 2.1 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 2.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Alpha, LLC CIK 0001576762 | 0.822 | 571 | 2.0 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 1.9 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SFMG, LLC CIK 0001512026 | 0.796 | 334 | 1.9 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Cresset Asset Management, LLC CIK 0001761013 | 0.933 | 1667 | 1.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BFI Wealth Solutions, LLC CIK 0002110651 | 0.154 | 82 | 1.9 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆BCS Wealth Management CIK 0001798172 | 0.420 | 270 | 1.8 | 0.4% | 4 | +0.0 pp | -0.0 pp | -0.1 pp | +0.4 pp |
| ☆Trek Financial, LLC CIK 0001768195 | 0.100 | 501 | 1.8 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆OneDigital Investment Advisors LLC CIK 0001690370 | 0.718 | 1563 | 1.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 1.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 | 0.912 | 3168 | 1.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BENJAMIN EDWARDS INC CIK 0001451623 | 0.583 | 1416 | 1.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Apollon Wealth Management, LLC CIK 0001764387 | 0.594 | 1577 | 1.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 | 0.791 | 651 | 1.5 | 0.2% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.2 pp |
| ☆Prairie Wealth Advisors, Inc. CIK 0002022783 | 0.057 | 253 | 1.5 | 0.6% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.6 pp |
| ☆Selby Wealth Management, LLC CIK 0002110725 | 0.451 | 83 | 1.5 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 1.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Fortune Financial Group, Inc. CIK 0002106311 | 0.038 | 119 | 1.4 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Castle Rock Wealth Management, LLC CIK 0001727605 | 0.230 | 268 | 1.4 | 0.3% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.4 pp |
| ☆DHJJ Financial Advisors, Ltd. CIK 0001844716 | 0.423 | 1082 | 1.3 | 0.4% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.4 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 1.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Chris Bulman Inc CIK 0002032404 | 0.343 | 165 | 1.3 | 0.6% | 4 | +0.0 pp | -0.0 pp | -0.4 pp | +0.6 pp |
| ☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 | 0.311 | 79 | 1.3 | 1.1% | 4 | -0.5 pp | -0.5 pp | -1.0 pp | +1.1 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 1.3 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 1.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Jacobi Capital Management LLC CIK 0001689646 | 0.613 | 644 | 1.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Straight Path Wealth Management CIK 0001902506 | 0.735 | 141 | 1.2 | 0.3% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.3 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 1.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 1.1 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthPlan Investment Management, LLC CIK 0001929986 | 0.471 | 473 | 1.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 1.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 1.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FSA Advisors, Inc. CIK 0001905627 | 0.025 | 261 | 1.0 | 0.7% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.7 pp |
| ☆HB Wealth Management, LLC CIK 0001911253 | 0.932 | 1701 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 | 0.600 | 716 | 1.0 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Continuum Advisory, LLC CIK 0001846532 | 0.320 | 1986 | 1.0 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Vantage Point Financial LLC CIK 0002048892 | 0.331 | 185 | 1.0 | 0.3% | 4 | -0.3 pp | -0.3 pp | -0.3 pp | +0.3 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 0.9 | 0.0% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆Lineweaver Wealth Advisors, LLC CIK 0001797873 | 0.523 | 181 | 0.9 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Valmark Advisers, Inc. CIK 0001380443 | 0.907 | 726 | 0.9 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆WEALTH ALLIANCE, LLC CIK 0001793904 | 0.335 | 573 | 0.9 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Weaver Consulting Group CIK 0001780055 | 0.312 | 297 | 0.9 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆Compound Planning, Inc. CIK 0001978879 | 0.538 | 1248 | 0.9 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Quest 10 Wealth Builders, Inc. CIK 0002035215 | 0.144 | 776 | 0.9 | 0.8% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.8 pp |
| ☆Collaborative Wealth Managment Inc. CIK 0001896419 | 0.446 | 167 | 0.8 | 0.4% | 4 | +0.1 pp | +0.1 pp | +0.0 pp | +0.4 pp |
| ☆Arkadios Wealth Advisors CIK 0001800798 | 0.458 | 1680 | 0.8 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 0.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Outlook Wealth Advisors, LLC CIK 0001767151 | 0.216 | 305 | 0.8 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆Belpointe Asset Management LLC CIK 0001721242 | 0.443 | 1121 | 0.8 | 0.0% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆City Center Advisors, LLC CIK 0002030341 | 0.089 | 170 | 0.8 | 0.7% | 4 | +0.0 pp | +0.1 pp | +0.2 pp | +0.7 pp |
| ☆Encompass More Asset Management CIK 0002011218 | 0.126 | 270 | 0.8 | 0.1% | 4 | -0.2 pp | -0.3 pp | -0.3 pp | +0.1 pp |
| ☆Opus Financial Solutions LLC CIK 0001934041 | 0.178 | 111 | 0.8 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Forty-three Eighteen Advisors, LLC CIK 0002116323 | 0.095 | 74 | 0.7 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 | 0.340 | 136 | 0.7 | 0.3% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.3 pp |
| ☆Cornerstone Wealth Group, LLC CIK 0001774879 | 0.483 | 496 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 | 0.576 | 269 | 0.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | -0.0 pp | +0.1 pp |
| ☆Pacific Park Financial, Inc. CIK 0002107255 | 0.307 | 77 | 0.7 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Phoenix Financial Ltd. CIK 0001679543 | 0.682 | 519 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Per Stirling Capital Management, LLC. CIK 0001689933 | 0.295 | 332 | 0.7 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆Helium Advisors LLC CIK 0002056653 | 0.215 | 107 | 0.7 | 0.7% | 4 | -0.0 pp | +0.0 pp | +0.1 pp | +0.7 pp |
| ☆Global Assets Advisory, LLC CIK 0001942932 | 0.029 | 322 | 0.7 | 0.2% | 3 | +0.1 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆HBW ADVISORY SERVICES LLC CIK 0001790525 | 0.339 | 463 | 0.7 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.1 pp |
| ☆Valtinson Bruner Financial Planning LLC CIK 0001761450 | 0.557 | 189 | 0.7 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 0.7 | 0.0% | 6 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 | 0.477 | 177 | 0.7 | 0.2% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆WealthPLAN Partners, LLC CIK 0001639943 | 0.241 | 223 | 0.6 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ascent Wealth Partners, LLC CIK 0001546865 | 0.463 | 200 | 0.6 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 | 0.574 | 373 | 0.6 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Main Street Financial Solutions, LLC CIK 0001763350 | 0.454 | 595 | 0.6 | 0.0% | 4 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆SeaCrest Wealth Management, LLC CIK 0001728121 | 0.280 | 550 | 0.6 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Liberty Atlantic Advisors LLC CIK 0002101909 | 0.531 | 86 | 0.6 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆TrustBank CIK 0002107256 | 0.632 | 175 | 0.6 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Bullseye Investment Management, LLC CIK 0001912451 | 0.171 | 321 | 0.6 | 0.3% | 1 | +0.3 pp | -0.5 pp | -0.5 pp | +0.3 pp |
| ☆Orion Capital Management LLC CIK 0001846758 | 0.392 | 504 | 0.6 | 0.2% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.2 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 0.6 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 | 0.476 | 538 | 0.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 | 0.825 | 172 | 0.5 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆Dakota Wealth Management CIK 0001631353 | 0.544 | 771 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MGO ONE SEVEN LLC CIK 0001731444 | 0.481 | 1537 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Compass Advisory Group LLC CIK 0001720292 | 0.720 | 89 | 0.5 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 | 0.227 | 260 | 0.5 | 0.4% | 3 | -0.0 pp | -0.0 pp | +0.4 pp | +0.4 pp |
| ☆Focus Financial Network, Inc. CIK 0002010942 | 0.631 | 764 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 0.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Keystone Wealth Services, LLC CIK 0001866189 | 0.294 | 326 | 0.5 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 | 0.457 | 349 | 0.5 | 0.1% | 4 | -0.0 pp | -0.1 pp | -0.2 pp | +0.1 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 0.5 | 0.1% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆TopTier Wealth Management, LLC CIK 0002109367 | 0.278 | 133 | 0.5 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 | 0.837 | 846 | 0.5 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Garden State Investment Advisory Services LLC CIK 0001965351 | 0.225 | 323 | 0.5 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Clay Northam Wealth Management, LLC CIK 0001915687 | 0.439 | 109 | 0.5 | 0.3% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.3 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 0.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WorthPointe, LLC CIK 0001921448 | 0.605 | 123 | 0.4 | 0.1% | 4 | -0.4 pp | -0.5 pp | -0.7 pp | +0.1 pp |
| ☆Blue Zone Wealth Advisors, LLC CIK 0001803106 | 0.480 | 125 | 0.4 | 0.1% | 2 | -0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ballast Rock Private Wealth LLC CIK 0002106928 | 0.167 | 192 | 0.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Sound View Wealth Advisors Group, LLC CIK 0001784777 | 0.489 | 440 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆AssuredPartners Investment Advisors, LLC CIK 0002055492 | 0.303 | 414 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 | 0.087 | 259 | 0.4 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 | 0.649 | 79 | 0.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 0.225 | 2262 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Galvin, Gaustad & Stein, LLC CIK 0001840945 | 0.403 | 261 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Americana Partners, LLC CIK 0001797678 | 0.514 | 596 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BIP Wealth, LLC CIK 0001590214 | 0.504 | 560 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 0.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Waterloo Capital, L.P. CIK 0001730942 | 0.230 | 555 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 | 0.830 | 421 | 0.4 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Financial Network Wealth Advisors LLC CIK 0002012031 | 0.114 | 858 | 0.3 | 0.4% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.4 pp |
| ☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 | 0.489 | 181 | 0.3 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 | 0.152 | 154 | 0.3 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆BCGM Wealth Management, LLC CIK 0001830467 | 0.218 | 182 | 0.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 | 0.371 | 161 | 0.3 | 0.1% | 5 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆Faithward Advisors, LLC CIK 0001695078 | 0.111 | 339 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Inspire Advisors, LLC CIK 0001810558 | 0.441 | 725 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Visionary Wealth Advisors CIK 0001802984 | 0.494 | 666 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 | 0.424 | 999 | 0.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CITY HOLDING CO (CHCO) CIK 0000726854 | 0.394 | 587 | 0.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.1 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Madison Wealth Partners, Inc CIK 0001844424 | 0.603 | 292 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Sequent Planning LLC CIK 0002009724 | 0.204 | 269 | 0.3 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Beacon Financial Advisory LLC CIK 0001800502 | 0.266 | 417 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Cypress Wealth Services, LLC CIK 0001721527 | 0.375 | 422 | 0.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Midwest Financial Network, LLC CIK 2137280 | 0.120 | 105 | 0.3 | 0.2% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Seros Financial, LLC CIK 0002039918 | 0.495 | 66 | 0.3 | 0.2% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.2 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 0.3 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 0.3 | 0.0% | 3 | -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% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cape Investment Advisory, Inc. CIK 0001944437 | 0.224 | 1449 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | -0.0 pp | +0.1 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 0.2 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Weaver Capital Management LLC CIK 0001552247 | 0.481 | 170 | 0.2 | 0.1% | 4 | +0.0 pp | -0.2 pp | -0.3 pp | +0.1 pp |
| ☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 | 0.159 | 158 | 0.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Bernard Wealth Management Corp. CIK 0002056313 | 0.585 | 325 | 0.2 | 0.1% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.1 pp |
| ☆McAdam, LLC CIK 0001695490 | 0.802 | 516 | 0.2 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Stirlingshire Investments, Inc. CIK 0001829271 | 0.056 | 221 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Long Island Wealth Management, Inc. CIK 0002011177 | 0.562 | 95 | 0.2 | 0.1% | 3 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Bluesphere Advisors LLC CIK 0001844108 | 0.718 | 121 | 0.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆IMG Wealth Management, Inc. CIK 0002032103 | 0.438 | 612 | 0.2 | 0.1% | 4 | +0.0 pp | -0.1 pp | -0.2 pp | +0.1 pp |
| ☆Catalina Capital Group, LLC CIK 0002018090 | 0.294 | 173 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Goldstein Advisors, LLC CIK 0001963807 | 0.653 | 261 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Wealth Strategies & Associates CIK 0001912297 | 0.636 | 97 | 0.2 | 0.0% | 3 | -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 | 0.1 | 0.0% | 6 | +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 |
| ☆RED REEF ADVISORS LLC CIK 0002122970 | 0.098 | 183 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆WealthShield Partners, LLC CIK 0001729303 | 0.077 | 379 | 0.1 | 0.0% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆GHP Investment Advisors, Inc. CIK 0001401561 | 0.455 | 1394 | 0.1 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 0.1 | 0.0% | 4 | +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% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Integrity Financial Corp /WA CIK 0001917704 | 0.275 | 291 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Capital Analysts, LLC CIK 0001624758 | 0.681 | 1536 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 0.0 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AMERIFLEX GROUP, INC. CIK 0002057637 | 0.138 | 1574 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 | 0.185 | 935 | 0.0 | 0.0% | 3 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Anfield Capital Management, LLC CIK 0001602020 | 0.265 | 715 | 0.0 | 0.0% | 4 | -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% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 | 0.148 | 1063 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆LEIGH BALDWIN & CO., LLC CIK 0000946629 | 0.190 | 182 | 0.0 | 0.0% | 0 | +0.0 pp | -0.3 pp | -0.3 pp | +0.0 pp |
| ☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 | 0.269 | 105 | 0.0 | 0.0% | 0 | +0.0 pp | -1.0 pp | -1.0 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 |
| ☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 | 0.301 | 3636 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.1 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 |
| ☆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 |
| ☆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 |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆PFG Advisors CIK 0001694435 | 0.248 | 791 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Avantax Planning Partners, Inc. CIK 0001005441 | 0.864 | 454 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 | 0.635 | 134 | 0.0 | 0.0% | 0 | +0.0 pp | -0.5 pp | +0.0 pp | +0.0 pp |
| ☆Summit Financial, LLC CIK 0001765536 | 0.662 | 1580 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MBL Wealth, LLC CIK 0001845785 | 0.684 | 381 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Arete Wealth Advisors, LLC CIK 0001600151 | 0.316 | 334 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆M Holdings Securities, Inc. CIK 0001569638 | 0.030 | 148 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | +0.0 pp |
| ☆Jessup Wealth Management, Inc CIK 0001963536 | 0.415 | 81 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 0.340 | 789 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Lloyd Advisory Services, LLC. CIK 0001802474 | 0.000 | 628 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SageView Advisory Group, LLC CIK 0001914558 | 0.814 | 615 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Atria Wealth Solutions, Inc. CIK 0001927543 | 0.273 | 1461 | 0.0 | 0.0% | 0 | +0.0 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 |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Motiv8 Investments LLC CIK 0002024873 | 0.073 | 1068 | 0.0 | 0.0% | 0 | -3.1 pp | -3.9 pp | -4.4 pp | +0.0 pp |
| ☆JT Stratford LLC CIK 0001689013 | 0.376 | 321 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆Legend Financial Advisors, Inc. CIK 0001781948 | 0.541 | 40 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 | 0.682 | 106 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 | 0.312 | 377 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ARS Wealth Advisors Group, LLC CIK 0001886707 | 0.624 | 220 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Talon Private Wealth, LLC CIK 0001990467 | 0.144 | 231 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.3 pp | +0.0 pp |
| ☆Caldwell Trust Co CIK 0002080218 | 0.488 | 811 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Schulz Wealth, LTD. CIK 0002011780 | 0.431 | 70 | 0.0 | 0.0% | 0 | -0.4 pp | -0.4 pp | -0.4 pp | +0.0 pp |
| ☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 | 0.568 | 103 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆Compass Financial Services Inc CIK 0002039088 | 0.671 | 57 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆STEPHENS INC /AR/ CIK 0000757657 | 0.689 | 1332 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bison Wealth, LLC CIK 0001845251 | 0.528 | 477 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.0 | 0.0% | 0 | +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% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆OPTIMA CAPITAL LLC CIK 0002070972 | 0.173 | 165 | 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 |
| ☆JDM Financial Group LLC CIK 0001960212 | 0.638 | 332 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆Snowden Capital Advisors LLC CIK 0001903055 | 0.533 | 1333 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆AlphaStar Capital Management, LLC CIK 0001633857 | 0.639 | 279 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Blueprint, LLC CIK 0001767821 | 0.399 | 689 | 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 |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 | 0.000 | 156 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -2.1 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kingsview Wealth Management, LLC CIK 0001791965 | 0.553 | 1409 | 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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