Stock
Reported value
$10.1M
Holders
12
+1 new · −0 exited
Holders’ est. mark
−$330.6K
Price effect on 8 books still in the name
Largest holder
$3.91M
INDEPENDENT FINANCIAL GROUP, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 425.8K | $3.91M | −$132.6K | Added$655.9K |
| BARCLAYS PLC | 402.6K | $3.7M | −$157K | Cut−$3.96M |
| Steadtrust LLC | 88.9K | $817K | — | Held |
| Triumph Capital Management | 58.4K | $536.8K | — | Held |
| Sanctuary Advisors, LLC | 41.1K | $378.1K | −$16K | Cut−$88K |
| NWAM LLC | 26.6K | $251K | — | Held |
| Swiss Life Asset Management Ltd | 23.7K | $217.4K | −$5.35K | Added$86K |
| Leonteq Securities AG | 20K | $183.8K | −$7.7K | Cut−$7.7K |
| DANSKE BANK A/S | 12.1K | $111.2K | −$117 | Added$108.4K |
| Aventura Private Wealth, LLC | 1.5K | $13.8K | −$471 | Added$2.2K |
| BROADWATER CAPITAL MANAGEMENT LLC | 12.1K | $12.1K | −$11.3K | Cut−$515 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 870 | $8K | — | New |
Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.