☆WIW
Flow ranking
Rank#23389
Score / z0.000 / -0.02
Consensus42.20 over 79 funds
Momentumnot computed
Price & positioning
No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 | 64.1 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Allspring Global Investments Holdings, LLC CIK 0001890906 | 0.790 | 1874 | 9.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆PenderFund Capital Management Ltd. CIK 0001706164 | 0.245 | 231 | 8.4 | 1.1% | 5 | -0.3 pp | -0.3 pp | -0.4 pp | -1.0 pp |
| ☆Invesco Ltd. (IVZ) CIK 0000914208 | 0.816 | 3812 | 7.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 | 0.167 | 585 | 7.4 | 0.3% | 5 | -0.1 pp | -0.1 pp | -0.5 pp | -0.6 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 | 6.7 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆GUGGENHEIM CAPITAL LLC CIK 0001283072 | 0.662 | 1702 | 6.5 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Saba Capital Management, L.P. CIK 0001510281 | 0.602 | 377 | 6.3 | 0.2% | 4 | +0.2 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆1607 Capital Partners, LLC CIK 0001436866 | 0.484 | 142 | 5.9 | 0.5% | 5 | -0.2 pp | -0.2 pp | -0.5 pp | -0.9 pp |
| ☆Baird Financial Group, Inc. CIK 0001648711 | 0.921 | 1924 | 4.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 4.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆HighTower Advisors, LLC CIK 0001462245 | 0.000 | 1 | 4.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 | 0.598 | 942 | 3.9 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆GatePass Capital, LLC CIK 0002087399 | 0.107 | 188 | 3.2 | 1.2% | 2 | +0.8 pp | +1.2 pp | +1.2 pp | +1.2 pp |
| ☆FIRST TRUST ADVISORS LP CIK 0001125816 | 0.822 | 2655 | 3.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Waterloo Capital, L.P. CIK 0001730942 | 0.230 | 555 | 3.0 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 2.4 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 2.4 | 0.0% | 6 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 | 0.623 | 198 | 2.1 | 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 | 2.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Matisse Capital CIK 0001668256 | 0.148 | 158 | 1.9 | 0.8% | 5 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆TrueMark Investments, LLC CIK 0001974457 | 0.124 | 187 | 1.7 | 0.2% | 4 | -0.1 pp | -0.1 pp | -0.1 pp | +0.2 pp |
| ☆Advisors Asset Management, Inc. CIK 0001297376 | 0.502 | 1408 | 1.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Atala Financial Inc CIK 0002053756 | 0.240 | 121 | 1.6 | 1.0% | 5 | -0.1 pp | -0.0 pp | -0.2 pp | -0.3 pp |
| ☆Summit Financial, LLC CIK 0001765536 | 0.662 | 1580 | 1.5 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Closed-End Fund Advisors, Inc. CIK 0002103520 | 0.106 | 163 | 1.3 | 1.3% | 2 | -0.1 pp | +1.3 pp | +1.3 pp | +1.3 pp |
| ☆Wakefield Asset Management LLLP CIK 0001600435 | 0.128 | 225 | 1.3 | 0.3% | 5 | +0.0 pp | +0.0 pp | -0.5 pp | -0.5 pp |
| ☆NWF Advisory Services Inc. CIK 0002045735 | 0.429 | 452 | 1.2 | 0.1% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 1.2 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 1.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 | 0.322 | 246 | 1.0 | 0.3% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.1 pp |
| ☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 | 0.147 | 1262 | 1.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dynamic Advisor Solutions LLC CIK 0001599747 | 0.500 | 1030 | 1.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ionic Capital Management LLC CIK 0001386462 | 0.013 | 103 | 1.0 | 0.9% | 5 | -0.3 pp | -0.5 pp | -0.6 pp | -0.5 pp |
| ☆Cutler Capital Management, LLC CIK 0001353098 | 0.288 | 124 | 0.9 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆GRACE & WHITE INC /NY CIK 0000903064 | 0.450 | 133 | 0.8 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.1 pp | -0.1 pp |
| ☆OPPENHEIMER & CO INC CIK 0000822581 | 0.633 | 1759 | 0.8 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆PFG Investments, LLC CIK 0001973224 | 0.437 | 1295 | 0.7 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 | 0.654 | 170 | 0.7 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HBW ADVISORY SERVICES LLC CIK 0001790525 | 0.339 | 463 | 0.6 | 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 | 0.6 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 | 0.285 | 100 | 0.6 | 0.3% | 5 | -0.0 pp | +0.0 pp | -0.2 pp | +0.0 pp |
| ☆XTX Topco Ltd CIK 0001828301 | 0.023 | 4087 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 0.5 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 0.5 | 0.0% | 5 | -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 | 0.4 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 | 0.035 | 509 | 0.4 | 0.0% | 1 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆PVG ASSET MANAGEMENT CORP CIK 0000820434 | 0.273 | 129 | 0.3 | 0.2% | 2 | -0.1 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 | 0.952 | 291 | 0.3 | 0.0% | 1 | +0.0 pp | -0.2 pp | -0.2 pp | -0.2 pp |
| ☆AlphaStar Capital Management, LLC CIK 0001633857 | 0.639 | 279 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 | 0.079 | 1191 | 0.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Global Retirement Partners, LLC CIK 0001749744 | 0.465 | 4501 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Corient Private Wealth LP CIK 0001948780 | 0.887 | 3043 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Quantinno Capital Management LP CIK 0001759654 | 0.879 | 3419 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 0.2 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.2 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 | 0.298 | 493 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Virtu Financial LLC CIK 0001533964 | 0.177 | 1548 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 | 0.784 | 81 | 0.1 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.1 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 0.1 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Fiera Capital Corp CIK 0001505817 | 0.842 | 401 | 0.1 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 | 0.539 | 502 | 0.1 | 0.0% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 | 0.434 | 140 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DKM Wealth Management, Inc. CIK 0002055833 | 0.611 | 74 | 0.1 | 0.1% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Capital Investment Advisors, LLC CIK 0001582732 | 0.749 | 786 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 | 0.481 | 2749 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Clear Street Group Inc. CIK 0001881567 | 0.813 | 1364 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 | 0.600 | 716 | 0.1 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Hara Capital LLC CIK 0002010015 | 0.171 | 307 | 0.1 | 0.0% | 7 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 | 0.121 | 129 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.1 | 0.0% | 6 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆North Star Investment Management Corp. CIK 0001342857 | 0.537 | 1733 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 | 0.825 | 1334 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 | 0.258 | 508 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 | 0.757 | 1423 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Federation des caisses Desjardins du Quebec CIK 0002022297 | 0.840 | 3021 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Key FInancial Inc CIK 0001801720 | 0.372 | 1356 | 0.0 | 0.0% | 5 | -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% | 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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 | 0.369 | 513 | 0.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 | 0.265 | 1409 | 0.0 | 0.0% | 3 | -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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆BFSG, LLC CIK 0001706836 | 0.376 | 765 | 0.0 | 0.0% | 5 | -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 |
| ☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 | 0.122 | 915 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HRT FINANCIAL LP CIK 0001475597 | 0.003 | 4113 | 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% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.614 | 252 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Walleye Capital LLC CIK 0001758720 | 0.283 | 1924 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 | 0.000 | 521 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 | 0.021 | 197 | 0.0 | 0.0% | 0 | +0.0 pp | -0.4 pp | -0.6 pp | -0.5 pp |
| ☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 | 0.946 | 4139 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆BlackDiamond Wealth Management, LLC CIK 0001903059 | 0.164 | 225 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | -0.1 pp | -0.2 pp |
| ☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 | 0.214 | 145 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.1 pp | -0.1 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 |
| ☆WealthShield Partners, LLC CIK 0001729303 | 0.077 | 379 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Concorde Asset Management, LLC CIK 0001631773 | 0.045 | 152 | 0.0 | 0.0% | 0 | -0.3 pp | -0.2 pp | -0.2 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 |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Sowell Financial Services LLC CIK 0001633697 | 0.482 | 1162 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 | 0.009 | 625 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | -0.0 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 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 |
| ☆Mezzasalma Advisors, LLC CIK 0001864916 | 0.283 | 171 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 | 0.424 | 999 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Integrity Advisory Solutions, LLC CIK 0002057931 | 0.588 | 336 | 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 |
| ☆GRIES FINANCIAL LLC CIK 0001049662 | 0.335 | 323 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Traub Capital Management LLC CIK 0002079207 | 0.178 | 132 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.2 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 |
| ☆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 |
| ☆Turim 21 Investimentos Ltda. CIK 0001652174 | 0.442 | 121 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clear Creek Financial Management, LLC CIK 0001784235 | 0.236 | 642 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 0.340 | 789 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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