Signals

← Signals

☆POCT

288 in-universe funds with a nonzero position in POCT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#19432
Score / z0.000 / -0.02
Consensus54.55 over 116 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.
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 ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 80.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 66.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 37.6 0.4% 4 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.2 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 20.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 17.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.9 0.1% 6 +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 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.3 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 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.2 1.2% 4 -0.4 pp -0.6 pp -0.6 pp +1.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 7.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 6.3 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.7 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 5.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 4.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 4.3 0.7% 4 -0.1 pp -0.3 pp -0.2 pp +0.7 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 3.9 0.6% 1 +0.6 pp +0.6 pp -0.1 pp +0.6 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 3.8 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.7 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 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.2 0.4% 4 -0.1 pp -0.4 pp -0.5 pp +0.4 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 3.1 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.1 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.0 1.4% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.9 1.3% 4 -0.0 pp +0.2 pp +0.2 pp +1.3 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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 2.7 0.3% 4 -0.0 pp -0.0 pp -0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.5 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 2.5 2.0% 4 -0.1 pp -0.1 pp -0.2 pp +2.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 2.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.2 0.2% 4 -0.1 pp -0.1 pp -0.5 pp +0.2 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.9 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.9 0.5% 4 -0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 1.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.6 0.5% 2 +0.0 pp +0.5 pp +0.0 pp +0.5 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.3 0.7% 4 -0.0 pp +0.4 pp -1.1 pp +0.7 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 1.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.2 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.1 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 6 +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
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 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 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.9 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.9 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.8 0.4% 1 +0.4 pp -1.4 pp -1.4 pp +0.4 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
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.7% 4 -0.0 pp +0.0 pp +0.2 pp +0.7 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.7 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.6 0.0% 4 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.6 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 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.6 0.1% 4 -0.0 pp -0.0 pp -0.4 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.5 0.1% 4 -0.8 pp -0.9 pp -1.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 0.5 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.4 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 4 -0.0 pp -0.4 pp -0.0 pp +0.0 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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 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
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 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 0.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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
☆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
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆TrustBank CIK 0002107256 0.632 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.3 0.1% 4 -0.2 pp -0.6 pp -0.6 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 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 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -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
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 1 +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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp -1.1 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 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 -0.2 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 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
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 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 +0.0 pp -0.3 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -3.1 pp -4.0 pp -4.5 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 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 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 -0.1 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.0 0.0% 0 -0.1 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 POCT). Qtrs Held counts distinct quarters this fund has actually held POCT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its POCT position size. Δ columns are the percentage-point change in POCT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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