Signals

← Signals

☆SPSB

592 in-universe funds with a nonzero position in SPSB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#313
Score / z0.639 / 0.96
Consensus199.29 over 369 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,476.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 254.3 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 239.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 233.1 0.0% 4 -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 149.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 139.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 132.5 3.0% 2 -1.7 pp +3.0 pp +3.0 pp +3.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 132.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 128.0 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 118.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 99.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 98.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 87.5 5.4% 2 +1.0 pp +5.4 pp +5.4 pp +5.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 72.9 0.0% 2 -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 65.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 65.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 64.6 5.2% 2 -0.3 pp +5.2 pp +5.2 pp +5.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 62.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 62.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 59.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 51.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 49.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 48.9 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 39.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 39.1 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 38.1 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 35.0 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 35.0 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 33.6 2.8% 3 -0.1 pp -0.4 pp +2.8 pp +2.8 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 33.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 32.8 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 32.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 31.6 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 31.2 10.8% 2 -0.6 pp +10.8 pp +10.8 pp +10.8 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 31.0 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 30.3 5.5% 2 +1.1 pp +5.5 pp +5.5 pp +5.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 29.4 11.5% 2 -6.8 pp +11.5 pp +11.5 pp +11.5 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 28.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 27.1 17.4% 2 -0.7 pp +17.4 pp +17.4 pp +17.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 24.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 24.7 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 24.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 24.2 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 22.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 20.6 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 20.6 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 20.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 19.5 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 19.4 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 18.2 5.5% 2 +0.7 pp +5.5 pp +5.5 pp +5.5 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 18.1 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 16.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 16.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 15.6 7.4% 2 -0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 15.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 15.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 14.3 11.2% 2 -0.8 pp +11.2 pp +11.2 pp +11.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 13.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 13.8 5.0% 2 -0.5 pp +5.0 pp +5.0 pp +5.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 13.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 13.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 13.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ROGCO, LP CIK 0001998892 0.631 224 12.9 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 12.2 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 12.1 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 11.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.5 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 9.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 9.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 9.2 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 9.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 8.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 7.5 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 7.2 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 7.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 6.9 1.0% 2 -0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 6.6 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.6 0.5% 1 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 6.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 6.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 5.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 5.6 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 5.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 5.1 3.9% 2 -0.5 pp +3.9 pp +3.9 pp +3.9 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 5.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 4.9 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 4.9 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 4.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 4.5 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 4.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.3 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 4.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 4.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 3.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.6 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 3.6 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.6 2.5% 3 -0.2 pp -0.6 pp +2.5 pp +2.5 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 3.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 2.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 2 -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% 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
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Fixed Income Advisers, LLC CIK 0002079921 0.524 85 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -10.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -0.1 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 +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.280 64 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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 SPSB). Qtrs Held counts distinct quarters this fund has actually held SPSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPSB position size. Δ columns are the percentage-point change in SPSB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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