Stock
Reported value
$3.79M
Holders
7
+3 new · −2 exited
Holders’ est. mark
$92.2K
Price effect on 4 books still in the name
Largest holder
$2.49M
KELLEHER FINANCIAL ADVISORS
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 42.6K | $2.49M | $86.6K | Added$120.7K |
| Williams Jones Wealth Management, LLC. | 10.4K | $608.4K | — | New |
| McIlrath & Eck, LLC | 5.11K | $298.4K | — | New |
| VSM Wealth Advisory, LLC | 5.81K | $207.5K | — | New |
| Westside Investment Management, Inc. | 2.27K | $133K | $3.68K | Added$3.67K |
| OAKWORTH CAPITAL, INC. | 949 | $55.4K | $1.94K | Added$2.17K |
| Coston, McIsaac & Partners | 4.21K | $245 | $10 | Held |
Who left
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.