Stock
Reported value
$13.6M
Holders
6
+0 new · −0 exited
Holders’ est. mark
−$1.31M
Price effect on 6 books still in the name
Largest holder
$11M
Bare Financial Services, Inc
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Bare Financial Services, Inc | 449.5K | $11M | −$1.09M | Cut−$292.6K |
| OneAscent Financial Services LLC | 42.6K | $1.04M | −$84.1K | Added$168K |
| OneAscent Wealth Management LLC | 26.2K | $639.8K | −$58.7K | Added$32.7K |
| TrustWell Financial Advisors, LLC | 18K | $439.1K | −$45K | Cut−$27K |
| Range Financial Group LLC | 15.2K | $371.9K | −$25.4K | Added$109.3K |
| OSAIC HOLDINGS, INC. | 4.43K | $108.2K | −$7.89K | Added$26.7K |
Positions as of Q1 2026. 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.