Signals

← Signals

☆PULS

450 in-universe funds with a nonzero position in PULS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22551
Score / z-0.217 / -0.32
Consensus138.91 over 268 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,954.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1,113.2 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 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 820.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 572.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 552.8 0.2% 3 +0.0 pp -0.0 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 385.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 235.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 226.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 199.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 188.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 187.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 149.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 134.8 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 118.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 116.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 103.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 78.7 4.1% 2 +0.6 pp +4.1 pp +4.1 pp +4.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 76.1 11.5% 3 -4.1 pp -4.4 pp +11.5 pp +11.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 75.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 74.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 69.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 58.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 39.6 7.9% 3 -0.1 pp -0.0 pp +7.9 pp +7.9 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 37.7 3.3% 3 -1.1 pp -0.7 pp +3.3 pp +3.3 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 37.6 13.4% 3 -0.1 pp +0.6 pp +13.4 pp +13.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 36.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 33.8 11.6% 3 +1.6 pp +0.6 pp +11.6 pp +11.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 30.9 9.5% 3 +0.2 pp +0.3 pp +9.5 pp +9.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 26.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 26.3 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 25.5 6.1% 3 -0.2 pp +0.5 pp +6.1 pp +6.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 23.7 5.6% 3 +0.5 pp +1.0 pp +5.6 pp +5.6 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 23.3 6.5% 4 +0.2 pp +3.1 pp +5.3 pp +6.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 22.1 2.6% 3 +0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 22.1 4.2% 3 -0.7 pp -4.9 pp +4.2 pp +4.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 21.9 2.7% 3 +1.1 pp +1.4 pp +2.7 pp +2.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 21.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.807 21 20.8 9.3% 3 -0.3 pp +0.1 pp +9.3 pp +9.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 18.9 0.7% 3 +0.5 pp -0.5 pp +0.7 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 17.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 16.7 1.0% 3 -0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 16.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 16.0 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 15.8 13.8% 3 -0.6 pp -0.9 pp +13.8 pp +13.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 15.1 3.4% 3 -0.0 pp -0.5 pp +3.4 pp +3.4 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 14.8 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 14.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 14.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 14.3 0.3% 3 +0.2 pp -0.0 pp +0.3 pp +0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 13.9 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.6 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 13.5 8.9% 3 +0.1 pp +1.4 pp +8.9 pp +8.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 13.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 12.9 4.5% 3 -0.6 pp -0.4 pp +4.5 pp +4.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 12.2 1.2% 2 -0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 12.0 7.2% 3 +0.7 pp +0.7 pp +7.2 pp +7.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 11.6 1.2% 3 +0.2 pp +0.4 pp +1.2 pp +1.2 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 11.4 7.0% 1 +7.0 pp -2.7 pp +7.0 pp +7.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 11.4 1.6% 3 -0.2 pp +0.4 pp +1.6 pp +1.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 11.0 2.1% 3 -0.3 pp -1.2 pp +2.1 pp +2.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 10.8 2.0% 5 -0.4 pp -0.9 pp -0.5 pp -1.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 10.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.8 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 9.7 1.5% 3 +0.1 pp -9.5 pp +1.5 pp +1.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 9.6 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 9.2 1.7% 3 +0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 9.0 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 9.0 2.1% 3 +0.4 pp +0.3 pp +2.1 pp +2.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 9.0 5.5% 4 +0.0 pp -0.5 pp -9.7 pp +5.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.2 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 8.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 7.8 5.5% 2 +2.9 pp +5.5 pp +5.5 pp +5.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 7.5 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 7.2 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 7.2 5.2% 4 -0.3 pp -0.0 pp +2.6 pp +5.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 7.0 0.5% 3 +0.1 pp -0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 6.8 1.4% 3 +0.7 pp +0.5 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.6 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 6.6 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 6.6 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 6.5 1.8% 3 +0.6 pp +1.0 pp +1.8 pp +1.8 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 6.4 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.3 0.3% 4 -0.0 pp -0.1 pp -0.7 pp +0.3 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 6.3 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 6.2 1.6% 3 +0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 5.9 1.0% 3 +0.9 pp +0.9 pp +1.0 pp +1.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 5.7 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 5.5 2.5% 2 +1.6 pp +2.5 pp +2.5 pp +2.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 5.2 2.4% 4 +0.8 pp +1.0 pp +0.9 pp +2.4 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 5.2 2.0% 3 +0.0 pp -0.2 pp +2.0 pp +2.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 5.1 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 5.0 3.4% 3 +2.6 pp +2.4 pp +3.4 pp +3.4 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 4.8 2.0% 3 -3.7 pp -2.2 pp +2.0 pp +2.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 4.6 2.4% 3 -0.2 pp -0.2 pp +2.4 pp +2.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 4.4 1.3% 3 -0.8 pp -1.7 pp +1.3 pp +1.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 4.4 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.3 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 4.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 4.2 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.0 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.9 1.2% 3 -0.3 pp -0.6 pp +1.2 pp +1.2 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 3.8 1.6% 3 -0.4 pp -0.7 pp +1.6 pp +1.6 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 3.8 2.5% 2 -2.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.7 2.8% 4 +0.0 pp +1.0 pp +1.0 pp +2.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.6 0.9% 3 +0.6 pp +0.6 pp +0.9 pp +0.9 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.6 1.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 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 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.2 0.3% 3 -0.3 pp -0.3 pp +0.3 pp +0.3 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 4 -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% 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
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 3 -0.0 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% 3 -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
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -3.1 pp -2.9 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -0.1 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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 -0.2 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 0.0 0.0% 0 +0.0 pp -0.2 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
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 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 +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 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
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 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 -0.1 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 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
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 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
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 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 PULS). Qtrs Held counts distinct quarters this fund has actually held PULS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PULS position size. Δ columns are the percentage-point change in PULS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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