Stock
Reported value
$7.54M
Holders
7
+2 new · −0 exited
Holders’ est. mark
$2.7M
Price effect on 4 books still in the name
Largest holder
$4.5M
INDEPENDENT FINANCIAL GROUP, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 96.4K | $4.5M | $1.48M | Added$3.1M |
| BARCLAYS PLC | 45.2K | $2.11M | $1.08M | Cut−$1.76M |
| Cresset Asset Management, LLC | 7.27K | $339.9K | — | Held |
| Leonteq Securities AG | 5.12K | $239.4K | $122.8K | Added$88.5K |
| Swiss Life Asset Management Ltd | 4.92K | $230.1K | — | New |
| DANSKE BANK A/S | 1.9K | $88.8K | — | New |
| Aventura Private Wealth, LLC | 552 | $25.8K | $13.2K | Added$12.8K |
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.