☆SYK
Flow ranking
Rank#9820
Score / z0.000 / -0.03
Consensus48.47 over 92 funds
Momentumnot computed
Price & positioning
223 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
Forensics
No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.
Insider
No Form 4 activity on file for this ticker.
8-K events
No 8-K activity on file for this ticker.
Ownership
No ownership or capital-structure filings on file for this ticker.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆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 | 2,279.1 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 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 | 1,493.7 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 820.8 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 519.7 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 | 0.958 | 1061 | 454.7 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 364.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 337.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 322.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 246.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 | 0.941 | 3002 | 200.4 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆ABN AMRO Bank N.V. CIK 0001561082 | 0.622 | 231 | 176.3 | 2.4% | 2 | +0.4 pp | +2.4 pp | +2.4 pp | +2.4 pp |
| ☆Marex Group Ltd (MRX) CIK 0001997464 | 0.247 | 955 | 121.3 | 2.3% | 2 | -0.9 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 | 0.903 | 762 | 85.6 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆DANSKE BANK A/S CIK 0000800177 | 0.902 | 1138 | 83.7 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Evelyn Partners Investment Management LLP CIK 0002065206 | 0.733 | 410 | 72.3 | 3.3% | 1 | +3.3 pp | +3.3 pp | +3.3 pp | +3.3 pp |
| ☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 | 0.677 | 616 | 63.4 | 1.3% | 2 | +0.3 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 55.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 48.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Bank Pictet & Cie (Europe) AG CIK 0001123274 | 0.821 | 204 | 40.5 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 40.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 | 0.925 | 1050 | 38.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Employees Provident Fund Board CIK 0001600177 | 0.852 | 68 | 34.8 | 0.4% | 2 | -0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 | 0.390 | 281 | 27.6 | 4.8% | 1 | +4.8 pp | +4.8 pp | +4.8 pp | +4.8 pp |
| ☆IFM Investors Pty Ltd CIK 0001698246 | 0.822 | 641 | 25.9 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 23.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 18.7 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 | 0.354 | 91 | 15.1 | 4.5% | 2 | -0.3 pp | +4.5 pp | +4.5 pp | +4.5 pp |
| ☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 | 0.940 | 15 | 14.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wealthfront Advisers LLC CIK 0001763921 | 0.976 | 1119 | 13.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 | 0.823 | 1023 | 13.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Swiss Life Asset Management Ltd CIK 0001637689 | 0.827 | 1641 | 12.7 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Rakuten Investment Management, Inc. CIK 0002062680 | 0.973 | 467 | 11.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Evelyn Partners Asset Management Ltd CIK 0002065207 | 0.302 | 308 | 10.6 | 6.6% | 1 | +6.6 pp | +6.6 pp | +6.6 pp | +6.6 pp |
| ☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 | 0.401 | 104 | 8.0 | 3.2% | 2 | +0.1 pp | +3.2 pp | +3.2 pp | +3.2 pp |
| ☆Covington Investment Advisors Inc. CIK 0001569036 | 0.525 | 73 | 7.5 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 6.8 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Generali Asset Management SPA SGR CIK 0002046751 | 0.647 | 526 | 6.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 5.9 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆First Nebraska Trust Co CIK 2134841 | 0.657 | 231 | 5.8 | 0.6% | 2 | +0.0 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Union Heritage Capital, LLC CIK 0001862428 | 0.324 | 65 | 4.8 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 4.7 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 4.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 4.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Caldwell Trust Co CIK 0002080218 | 0.488 | 811 | 4.4 | 0.5% | 2 | +0.0 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Hamilton Capital Partners Inc. CIK 2141005 | 0.591 | 214 | 4.0 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆St. Clair Advisors, LLC CIK 0002056292 | 0.645 | 78 | 3.9 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆ANB BANK CIK 0002067126 | 0.446 | 127 | 3.5 | 1.5% | 1 | +1.5 pp | +1.5 pp | +1.5 pp | +1.5 pp |
| ☆Harold Davidson & Associates Inc. CIK 0001430022 | 0.496 | 59 | 3.3 | 1.8% | 1 | +1.8 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆Stillwater Wealth Management Group CIK 0002063941 | 0.193 | 77 | 2.5 | 2.2% | 1 | +2.2 pp | +2.2 pp | +2.2 pp | +2.2 pp |
| ☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 | 0.313 | 208 | 2.4 | 1.9% | 2 | +0.1 pp | +1.9 pp | +1.9 pp | +1.9 pp |
| ☆Bullock Wealth Management Group CIK 2067581 | 0.266 | 607 | 2.2 | 1.2% | 2 | -0.1 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Fischer Financial Services, Inc. CIK 0002064001 | 0.345 | 65 | 1.9 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆PKO Investment Management Joint-Stock Co CIK 0002059321 | 0.438 | 228 | 1.9 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆AlpenGlobal Capital LLC CIK 0002062492 | 0.405 | 35 | 1.7 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆BRIGHTON JONES LLC CIK 0001360798 | 0.755 | 1422 | 1.7 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ALLIANZ SE CIK 0001127508 | 0.910 | 519 | 1.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 | 0.338 | 121 | 1.6 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Venture Visionary Partners LLC CIK 0001792283 | 0.558 | 673 | 1.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SFM, LLC CIK 0002064225 | 0.427 | 69 | 1.4 | 1.0% | 2 | +0.1 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 1.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wealth Watch Advisors, INC CIK 0002040515 | 0.165 | 123 | 1.2 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 1.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mascagni Wealth Management, Inc. CIK 0002063074 | 0.214 | 142 | 1.2 | 1.2% | 1 | +1.2 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 1.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MEMBERS WEALTH LLC CIK 0002059574 | 0.408 | 120 | 1.1 | 0.8% | 2 | -0.0 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 | 0.516 | 187 | 1.1 | 1.0% | 1 | +1.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 1.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Aventura Private Wealth, LLC CIK 0002074418 | 0.307 | 986 | 1.0 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆SkyView Investment Advisors, LLC CIK 0001848237 | 0.000 | 278 | 1.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Greenfield Seitz Capital Management, LLC CIK 0002097528 | 0.356 | 107 | 0.9 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆MONECO ADVISORS, LLC CIK 0001765690 | 0.360 | 595 | 0.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Old Mission Investment Co LLC CIK 2149839 | 0.649 | 163 | 0.8 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Hoxton Planning & Management, LLC CIK 0001954782 | 0.338 | 227 | 0.7 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Millennium Capital Advisors, LLC CIK 0002097025 | 0.334 | 137 | 0.7 | 0.5% | 2 | +0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 | 0.793 | 591 | 0.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆William Mack & Associates, Inc. CIK 0002096700 | 0.653 | 108 | 0.6 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Burton Enright Welch CIK 0002105919 | 0.824 | 136 | 0.6 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 | 0.206 | 690 | 0.5 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Severin Investments, LLC CIK 0001763454 | 0.048 | 174 | 0.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆NWF Advisory Services Inc. CIK 0002045735 | 0.429 | 452 | 0.5 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BRIGHTON SECURITIES CORP. CIK 0000014213 | 0.811 | 50 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.615 | 252 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Causey Wealth LLC CIK 0002132639 | 0.489 | 83 | 0.4 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.4 | 0.2% | 2 | +0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MBL Wealth, LLC CIK 0001845785 | 0.684 | 381 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Intrua Financial, LLC CIK 0001812792 | 0.394 | 491 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AGH Wealth Advisors, LLC CIK 0002061010 | 0.291 | 129 | 0.4 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Prestige Wealth Management Group LLC CIK 0001772715 | 0.370 | 1101 | 0.4 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 | 0.285 | 194 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 | 0.000 | 0 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 | 0.952 | 291 | 0.3 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆TFR Capital, LLC. CIK 0002059325 | 0.284 | 165 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆WADDELL & ASSOCIATES, LLC CIK 0001776757 | 0.777 | 543 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advus Financial Partners, LLC CIK 2150676 | 0.419 | 261 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Claris Financial LLC CIK 0002060278 | 0.227 | 177 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆M1 Capital Management LLC CIK 0001976157 | 0.144 | 113 | 0.3 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Portside Wealth Group, LLC CIK 0001978608 | 0.273 | 505 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clark Asset Management, LLC CIK 0002062026 | 0.808 | 294 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 | 0.425 | 246 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BIRCHBROOK, INC. CIK 0002071468 | 0.526 | 305 | 0.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 0.2 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Painted Porch Advisors LLC CIK 0002024585 | 0.737 | 75 | 0.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SIMA Wealth Partners, LLC CIK 0002135539 | 0.642 | 130 | 0.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Hara Capital LLC CIK 0002010015 | 0.171 | 307 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Robinswood Financial LLC CIK 2139748 | 0.585 | 435 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆High Note Wealth, LLC CIK 0001807283 | 0.548 | 959 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ransom Advisory, Ltd CIK 0002065136 | 0.308 | 433 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Longview Financial Advisors LLC CIK 0002076077 | 0.776 | 150 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Provenance Wealth Advisors, LLC CIK 0002081584 | 0.887 | 609 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mattson Financial Services, LLC CIK 0002034595 | 0.217 | 235 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Copia Wealth Management CIK 0002058771 | 0.232 | 570 | 0.0 | 0.0% | 1 | +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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 | 0.797 | 1591 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 | 0.957 | 727 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone National Bank & Trust Co CIK 0002104293 | 0.272 | 216 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Darwin Wealth Management, LLC CIK 0001663224 | 0.207 | 777 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clark Wealth Partners CIK 0002107657 | 0.535 | 571 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 | 0.155 | 362 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dogwood Wealth Management LLC CIK 0002056922 | 0.482 | 851 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.0 | 0.0% | 0 | -0.5 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Leonteq Securities AG CIK 0001535950 | 0.270 | 1190 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PENSIOENFONDS RAIL & OV CIK 0001218761 | 0.443 | 40 | 0.0 | 0.0% | 0 | -3.4 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nicholas Hoffman & Company, LLC. CIK 0001678953 | 0.958 | 344 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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