☆TPSC
Flow ranking
Rank#24391
Score / z-0.069 / -0.10
Consensus42.10 over 68 funds
Momentum-0.17 =
Price & positioning
226 cached closes, trailing year
Drawdown0%
Short interest+217% / 1.7d
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 ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 45.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 | 0.562 | 626 | 27.8 | 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 | 17.9 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Christian Investment Advisors, Inc. CIK 0002055071 | 0.878 | 14 | 16.2 | 9.6% | 5 | +0.2 pp | -1.8 pp | +2.7 pp | +2.2 pp |
| ☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 | 0.225 | 2262 | 14.5 | 0.7% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | +0.1 pp |
| ☆Bare Financial Services, Inc CIK 0002009426 | 0.748 | 1784 | 13.0 | 3.0% | 5 | +0.0 pp | +0.1 pp | +0.0 pp | -0.1 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 9.6 | 0.0% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Faithward Advisors, LLC CIK 0001695078 | 0.111 | 339 | 8.8 | 1.1% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.0 pp |
| ☆Plan A Wealth LLC CIK 0002093645 | 0.507 | 194 | 8.8 | 3.7% | 6 | +0.1 pp | +0.2 pp | +0.2 pp | +0.3 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 8.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OneAscent Financial Services LLC CIK 0001780985 | 0.651 | 605 | 7.7 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.0 pp |
| ☆O'Connor Financial Group LLC CIK 0001973783 | 0.539 | 69 | 7.4 | 2.6% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 5.9 | 0.0% | 4 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 5.7 | 0.0% | 6 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sound Financial Strategies Group, LLC CIK 0001800620 | 0.177 | 121 | 3.6 | 2.3% | 5 | +0.1 pp | +1.0 pp | +1.0 pp | +0.9 pp |
| ☆Turning Point Benefit Group, Inc. CIK 0002008513 | 0.068 | 109 | 3.5 | 1.5% | 5 | -1.6 pp | -0.4 pp | -0.9 pp | -2.4 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 2.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 2.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 | 0.581 | 109 | 2.7 | 0.8% | 4 | +0.1 pp | +0.3 pp | +0.6 pp | +0.8 pp |
| ☆Focus Partners Advisor Solutions, LLC CIK 0001868872 | 0.885 | 1243 | 2.7 | 0.0% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆BENJAMIN EDWARDS INC CIK 0001451623 | 0.583 | 1416 | 2.6 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Investment Research Partners LLC CIK 0002069274 | 0.175 | 278 | 2.5 | 0.8% | 3 | -0.0 pp | +0.0 pp | +0.8 pp | +0.8 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 2.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Valmark Advisers, Inc. CIK 0001380443 | 0.907 | 726 | 2.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 1.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 1.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 | 0.846 | 1609 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆First Heartland Consultants, Inc. CIK 0001428793 | 0.402 | 589 | 1.4 | 0.1% | 5 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆Sound Stewardship, LLC CIK 0001998101 | 0.563 | 73 | 1.3 | 0.5% | 5 | -0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 1.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 1.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆WorthPointe, LLC CIK 0001921448 | 0.605 | 123 | 1.2 | 0.3% | 3 | -0.0 pp | -0.1 pp | +0.3 pp | +0.3 pp |
| ☆J.W. COLE ADVISORS, INC. CIK 0001404763 | 0.069 | 1593 | 1.1 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 1.1 | 0.0% | 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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SageOak Financial, LLC CIK 0002055829 | 0.796 | 36 | 0.9 | 0.6% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Chevy Chase Trust Holdings, LLC CIK 0001462020 | 0.909 | 649 | 0.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TrueWealth Advisors, LLC CIK 0001817714 | 0.496 | 235 | 0.9 | 0.2% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.9 | 0.0% | 6 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sowell Financial Services LLC CIK 0001633697 | 0.482 | 1162 | 0.9 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.1 pp | -0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 0.8 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Discipline Wealth Solutions, LLC CIK 0002010507 | 0.634 | 197 | 0.8 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Geneos Wealth Management Inc. CIK 0001764754 | 0.567 | 2475 | 0.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.8 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Frontier Asset Management, LLC CIK 0001910146 | 0.623 | 90 | 0.7 | 0.1% | 5 | -0.2 pp | -0.2 pp | -0.3 pp | -0.4 pp |
| ☆VICUS CAPITAL CIK 0001544806 | 0.660 | 268 | 0.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆World Investment Advisors CIK 0001652594 | 0.670 | 1523 | 0.5 | 0.0% | 3 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 0.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 | 0.414 | 204 | 0.5 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pioneer Wealth Management Group CIK 0001973339 | 0.850 | 55 | 0.4 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 0.4 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Equity Management CIK 0001843578 | 0.306 | 65 | 0.4 | 0.1% | 5 | -0.0 pp | -0.2 pp | -0.3 pp | -0.2 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONEYWISE, INC. CIK 0001703080 | 0.317 | 86 | 0.4 | 0.1% | 5 | -0.0 pp | -0.2 pp | -0.3 pp | -0.2 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Strategic Blueprint, LLC CIK 0001767821 | 0.399 | 689 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OneAscent Wealth Management LLC CIK 0001844707 | 0.590 | 169 | 0.3 | 0.1% | 5 | -0.1 pp | -0.1 pp | -0.5 pp | -0.4 pp |
| ☆Values First Advisors, Inc. CIK 0001913608 | 0.087 | 187 | 0.3 | 0.1% | 5 | +0.0 pp | -0.0 pp | +0.1 pp | +0.1 pp |
| ☆Kovack Advisors, Inc. CIK 0001728321 | 0.312 | 1070 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BFI Wealth Solutions, LLC CIK 0002110651 | 0.154 | 82 | 0.3 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Demars Financial Group, LLC CIK 0001723115 | 0.575 | 113 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Abundance Wealth Counselors CIK 0001767080 | 0.704 | 314 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 | 0.605 | 113 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆Symphony Financial, Ltd. Co. CIK 0001800687 | 0.386 | 371 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CARLSON FINANCIAL, INC. CIK 2134889 | 0.230 | 195 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BankPlus Trust Department CIK 0002047270 | 0.431 | 470 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rossby Financial, LCC CIK 0002056510 | 0.207 | 2144 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Midwest Capital Advisors, LLC CIK 0002026480 | 0.399 | 210 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Blue Trust, Inc. CIK 0001856022 | 0.912 | 2446 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.794 | 1746 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nemes Rush Group LLC CIK 0001982273 | 0.516 | 945 | 0.1 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆CX Institutional CIK 0001737089 | 0.437 | 1568 | 0.1 | 0.0% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆N.E.W. Advisory Services LLC CIK 0001803456 | 0.791 | 980 | 0.1 | 0.0% | 5 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆AdvisorNet Financial, Inc CIK 0001409362 | 0.474 | 2266 | 0.0 | 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 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 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% | 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% | 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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Keating Financial Advisory Services, Inc. CIK 0002103443 | 0.490 | 2608 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆First PREMIER Bank CIK 0001653926 | 0.233 | 358 | 0.0 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD ADVISERS INC CIK 0000947529 | 0.995 | 715 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Main Street Group, LTD CIK 0001965796 | 0.694 | 863 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Betterment LLC CIK 0001633901 | 0.437 | 675 | 0.0 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NATIXIS ADVISORS, LLC CIK 0001018331 | 0.079 | 1819 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 0.0 | 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 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Schwallier Wealth Management LLC CIK 0001934951 | 0.044 | 69 | 0.0 | 0.0% | 0 | -0.2 pp | -0.2 pp | -0.2 pp | -0.2 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 |
| ☆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 |
| ☆COMERICA BANK CIK 0000901541 | 0.812 | 3711 | 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 |
| ☆EverSource Wealth Advisors, LLC CIK 0001710537 | 0.381 | 4385 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆Creekmur Asset Management LLC CIK 0002013091 | 0.963 | 6 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | -0.1 pp | -0.1 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 | 0.443 | 428 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Arete Wealth Advisors, LLC CIK 0001600151 | 0.316 | 334 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1369 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 | 0.031 | 656 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 | 0.715 | 363 | 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 |
| ☆Larson Financial Group LLC CIK 0001731061 | 0.550 | 3722 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆GeoWealth Management, LLC CIK 0001593387 | 0.736 | 882 | 0.0 | 0.0% | 0 | -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 | 0.0 | 0.0% | 0 | +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% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆XY Planning Network, Inc. CIK 0001873438 | 0.270 | 340 | 0.0 | 0.0% | 0 | -0.4 pp | -0.3 pp | -0.6 pp | -0.6 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 |
| ☆SHP Wealth Management CIK 0001807060 | 0.763 | 1981 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HHM Wealth Advisors, LLC CIK 0001750086 | 0.827 | 896 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.0 | 0.0% | 0 | +0.0 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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