Signals

← Signals

☆TFI

427 in-universe funds with a nonzero position in TFI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22632
Score / z0.000 / -0.02
Consensus133.83 over 243 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 404.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 266.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 134.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 115.7 0.0% 5 -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 112.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 106.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.7 0.0% 5 -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 70.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 61.8 0.4% 2 -0.9 pp +0.4 pp +0.4 pp -0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 47.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 46.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 44.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 35.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 27.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 21.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 20.6 2.1% 6 -0.5 pp -0.2 pp -0.2 pp -0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 18.9 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 18.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 16.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 15.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 12.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.5 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 8.0 0.8% 5 -0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 7.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 7.1 1.1% 5 -0.1 pp -0.0 pp +0.2 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.0 0.4% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 6.9 0.7% 5 -0.2 pp -0.8 pp -0.9 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 5.2 1.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 5.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 4.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 4.2 0.6% 4 +0.1 pp -0.1 pp +0.1 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.0 0.1% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.0 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Invst, LLC CIK 0001867587 0.314 343 3.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.4 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 3.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 3.0 1.0% 5 -0.9 pp -0.8 pp -0.6 pp -0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 2.9 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 2.8 2.0% 4 -0.1 pp +0.6 pp +0.6 pp +2.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 2.8 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.8 0.6% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 2.6 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 2.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 2.3 0.9% 4 +0.2 pp +0.1 pp +0.2 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.0 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆EFG International AG CIK 0002109868 0.615 1088 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 1.9 0.4% 5 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.7 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWS Partners CIK 0001731731 0.307 108 1.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 1.3 0.9% 6 +0.0 pp +0.3 pp +0.4 pp +0.3 pp
☆EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 1.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 1.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 1.1 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 1.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 1.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 5 -1.3 pp -1.4 pp -0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 +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% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.8 pp -1.0 pp -0.9 pp -1.1 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
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp -1.2 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp -0.0 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
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -3.1 pp -3.3 pp -3.3 pp -3.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 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
☆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
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 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
☆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
☆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
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -1.5 pp -0.5 pp -0.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp -0.1 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +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% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 -0.1 pp -3.4 pp -3.4 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 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 -0.3 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.9 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 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
☆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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 +0.0 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
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -2.9 pp -2.5 pp -2.3 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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 TFI). Qtrs Held counts distinct quarters this fund has actually held TFI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TFI position size. Δ columns are the percentage-point change in TFI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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