☆SECT
Flow ranking
Rank#22542
Score / z-0.058 / -0.07
Consensus35.29 over 68 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 1,054.4 | 9.0% | 6 | +0.7 pp | +0.5 pp | +9.0 pp | +0.1 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 373.6 | 0.5% | 5 | -0.1 pp | -0.0 pp | -0.3 pp | +0.5 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 308.5 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 81.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 43.9 | 1.0% | 4 | -0.1 pp | +0.0 pp | +0.2 pp | +1.0 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 32.5 | 1.2% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +1.2 pp |
| ☆Main Management LLC CIK 0001583092 | 0.804 | 95 | 24.0 | 1.7% | 4 | -0.1 pp | -0.1 pp | -0.0 pp | +1.7 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 21.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Madrona Financial Services, LLC CIK 0001578370 | 0.590 | 143 | 15.4 | 3.4% | 4 | -2.5 pp | -2.6 pp | -2.5 pp | +3.4 pp |
| ☆Copley Financial Group, Inc. CIK 0002045258 | 0.304 | 118 | 14.7 | 8.9% | 5 | -3.1 pp | -3.8 pp | -4.1 pp | -5.8 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 14.1 | 0.3% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.3 pp |
| ☆Gibbs Wealth Management CIK 0002081110 | 0.167 | 430 | 12.8 | 1.7% | 6 | -1.0 pp | -0.9 pp | +1.4 pp | -1.0 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 12.7 | 0.5% | 5 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Encompass More Asset Management CIK 0002011218 | 0.126 | 270 | 10.2 | 1.7% | 4 | -0.7 pp | -0.7 pp | -1.3 pp | +1.7 pp |
| ☆AMG Asset Management Group, Inc. CIK 0002113282 | 0.310 | 92 | 9.6 | 7.4% | 1 | +7.4 pp | +7.4 pp | +7.4 pp | +7.4 pp |
| ☆Silver Grove Financial Group, Inc. CIK 0002111172 | 0.061 | 2450 | 9.3 | 7.4% | 2 | -1.3 pp | +7.4 pp | +7.4 pp | +7.4 pp |
| ☆Atria Investments, Inc CIK 0001535865 | 0.500 | 2111 | 8.8 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Ausdal Financial Partners, Inc. CIK 0001667146 | 0.365 | 1029 | 8.7 | 0.4% | 3 | -0.0 pp | -0.0 pp | +0.4 pp | +0.4 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 8.0 | 0.1% | 4 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 7.9 | 0.3% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.3 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 7.9 | 0.2% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.2 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 7.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 6.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1369 | 5.3 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 4.7 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Echo45 Advisors LLC CIK 0001908617 | 0.495 | 78 | 4.2 | 2.4% | 4 | -0.1 pp | -0.2 pp | -0.2 pp | +2.4 pp |
| ☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 | 0.374 | 85 | 3.6 | 1.9% | 2 | +0.1 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Balefire, LLC CIK 0001750924 | 0.097 | 475 | 2.9 | 0.5% | 4 | +0.0 pp | +0.1 pp | +0.3 pp | +0.5 pp |
| ☆Advantage Trust Co CIK 0002009346 | 0.631 | 197 | 2.8 | 1.3% | 4 | -0.1 pp | -0.0 pp | +0.1 pp | +1.3 pp |
| ☆Waverly Advisors, LLC CIK 0001568787 | 0.673 | 1737 | 2.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 2.7 | 0.0% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tactive Advisors, LLC CIK 0002002409 | 0.103 | 282 | 2.7 | 0.8% | 3 | -0.1 pp | -0.1 pp | +0.8 pp | +0.8 pp |
| ☆GWN SECURITIES INC. CIK 0001265905 | 0.178 | 486 | 2.6 | 0.5% | 4 | -0.1 pp | -0.1 pp | -0.4 pp | +0.5 pp |
| ☆CFC Planning Co LLC CIK 0001854428 | 0.192 | 70 | 2.5 | 1.8% | 4 | -0.1 pp | -0.3 pp | -0.4 pp | +1.8 pp |
| ☆Synergy Investment Management, LLC CIK 0002053786 | 0.265 | 1086 | 2.4 | 0.8% | 1 | +0.8 pp | -0.2 pp | -0.8 pp | +0.8 pp |
| ☆Lunt Capital Management, Inc. CIK 0001608034 | 0.429 | 90 | 2.3 | 0.9% | 4 | -0.0 pp | -0.1 pp | -0.1 pp | +0.9 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 2.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 | 0.092 | 362 | 2.0 | 0.5% | 2 | +0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Fiduciary Alliance LLC CIK 0001954805 | 0.260 | 535 | 1.6 | 0.1% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.1 pp |
| ☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 | 0.274 | 830 | 1.6 | 0.1% | 3 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Independent Wealth Network Inc. CIK 0001891240 | 0.224 | 338 | 1.5 | 0.4% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.4 pp |
| ☆WORLD EQUITY GROUP, INC. CIK 0000878770 | 0.141 | 375 | 1.5 | 0.4% | 4 | -0.3 pp | -0.2 pp | -0.2 pp | +0.4 pp |
| ☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 | 0.551 | 1197 | 1.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 1.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Bravias Capital Group, LLC CIK 0002054328 | 0.462 | 97 | 1.3 | 0.9% | 4 | -0.1 pp | -0.2 pp | -0.4 pp | +0.9 pp |
| ☆Simplicity Wealth,LLC CIK 0001913243 | 0.194 | 1022 | 1.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 1.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆BAM Wealth Management, LLC CIK 0002093649 | 0.035 | 166 | 1.3 | 1.0% | 2 | -0.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 | 0.713 | 1219 | 1.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 1.2 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Koshinski Asset Management, Inc. CIK 0001633389 | 0.469 | 767 | 1.2 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆SMITH, MOORE & CO. CIK 0000200724 | 0.514 | 586 | 1.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 0.8 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 | 0.471 | 397 | 0.8 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TCP Asset Management, LLC CIK 0001961898 | 0.763 | 141 | 0.7 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆PFG Investments, LLC CIK 0001973224 | 0.437 | 1295 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 0.7 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sanctuary Advisors, LLC CIK 0001777271 | 0.731 | 2781 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Brookwood Investment Group LLC CIK 0002066812 | 0.241 | 513 | 0.6 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Triad Wealth Partners, LLC CIK 0002012717 | 0.205 | 553 | 0.6 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.3 pp | +0.0 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 | 0.199 | 365 | 0.5 | 0.5% | 4 | -0.0 pp | +0.2 pp | +0.2 pp | +0.5 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆SIGNATUREFD, LLC CIK 0001456048 | 0.915 | 3484 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.5 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.4 | 0.0% | 4 | -0.4 pp | -0.3 pp | -0.4 pp | +0.0 pp |
| ☆Sovran Advisors, LLC CIK 0002051471 | 0.318 | 615 | 0.4 | 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 | 0.4 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Advisor Solutions, LLC CIK 0001868872 | 0.885 | 1243 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ethos Financial Group, LLC CIK 0001954242 | 0.258 | 648 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.4 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 | 0.566 | 1244 | 0.3 | 0.0% | 1 | +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 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Buck Wealth Strategies, LLC CIK 0001973259 | 0.427 | 1170 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Integrity Advisory Solutions, LLC CIK 0002057931 | 0.588 | 336 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Meeder Advisory Services, Inc. CIK 0001792167 | 0.645 | 742 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Discipline Wealth Solutions, LLC CIK 0002010507 | 0.634 | 197 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.7 pp | +0.0 pp |
| ☆Bison Wealth, LLC CIK 0001845251 | 0.528 | 477 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Keystone Financial Group CIK 0001729299 | 0.524 | 567 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cerity Partners LLC CIK 0001566475 | 0.916 | 3288 | 0.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 | 0.824 | 839 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 | 0.146 | 162 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Anchor Investment Management, LLC CIK 0001634149 | 0.399 | 1207 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Arkadios Wealth Advisors CIK 0001800798 | 0.458 | 1680 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆WHITTIER TRUST CO CIK 0001137881 | 0.805 | 1354 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Summit Financial, LLC CIK 0001765536 | 0.662 | 1580 | 0.2 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nemes Rush Group LLC CIK 0001982273 | 0.516 | 945 | 0.2 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.1 | 0.0% | 4 | +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 |
| ☆Rosenberg Matthew Hamilton CIK 0001812103 | 0.648 | 792 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Westside Investment Management, Inc. CIK 0001538383 | 0.328 | 1446 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Fortis Group Advisors, LLC CIK 0001815183 | 0.142 | 619 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Vision Retirement, LLC CIK 0002069023 | 0.485 | 621 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Go Invest LLC CIK 2139692 | 0.913 | 129 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NATIXIS ADVISORS, LLC CIK 0001018331 | 0.079 | 1819 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.0 | 0.0% | 3 | -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 |
| ☆Financial Advocates Investment Management CIK 0001730293 | 0.000 | 104 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Virtue Capital Management, LLC CIK 0001729985 | 0.148 | 343 | 0.0 | 0.0% | 0 | +0.0 pp | -0.5 pp | +0.0 pp | +0.0 pp |
| ☆TOWNSQUARE CAPITAL LLC CIK 0001761755 | 0.284 | 284 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Blue Trust, Inc. CIK 0001856022 | 0.912 | 2446 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Coppell Advisory Solutions LLC CIK 0001848433 | 0.000 | 553 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | +0.0 pp |
| ☆Freedom Investment Management, Inc. CIK 0001566653 | 0.736 | 106 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 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 |
| ☆Defined Financial Planning LLC CIK 0002056559 | 0.262 | 65 | 0.0 | 0.0% | 0 | +0.0 pp | -5.4 pp | -6.0 pp | +0.0 pp |
| ☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 | 0.425 | 246 | 0.0 | 0.0% | 0 | +0.0 pp | -0.5 pp | -0.5 pp | -0.4 pp |
| ☆Diversify Advisory Services, LLC CIK 0002021232 | 0.000 | 1244 | 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 | -0.1 pp | +0.0 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 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 |
| ☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 | 0.938 | 109 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -35.8 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 |
| ☆Tripletail Wealth Management, LLC CIK 0002079812 | 0.216 | 278 | 0.0 | 0.0% | 0 | +0.0 pp | -1.4 pp | +0.0 pp | +0.0 pp |
| ☆LANARK FINANCIAL, INC. CIK 0000791540 | 0.318 | 2420 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.793 | 1746 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆CIBC Private Wealth Group LLC CIK 0001298088 | 0.914 | 3397 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Perigon Wealth Management, LLC CIK 0001575239 | 0.680 | 1411 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.0 | 0.0% | 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 |
| ☆Waterfront Wealth Inc. CIK 0001775210 | 0.257 | 298 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WealthPLAN Partners, LLC CIK 0001639943 | 0.241 | 223 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -3.0 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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