Stock
Reported value
$944.8K
Holders
16
+2 new · −0 exited
Holders’ est. mark
−$50.8K
Price effect on 13 books still in the name
Largest holder
$233.5K
SIGMA INVESTMENT COUNSELORS INC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SIGMA INVESTMENT COUNSELORS INC | 23.1K | $233.5K | −$13K | Added$1K |
| Mariner, LLC | 20.1K | $202.7K | −$12K | Cut−$12K |
| OSAIC HOLDINGS, INC. | 17.5K | $176.6K | −$10.5K | Cut−$42.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.7K | $140.7K | −$6.11K | Cut−$44.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4.68K | $47.3K | −$2.39K | Added$4.67K |
| Basepoint Wealth LLC | 3.62K | $36.5K | −$2.17K | Cut−$2.17K |
| MORGAN STANLEY | 3.07K | $31K | −$1.84K | Cut−$6.96K |
| JONES FINANCIAL COMPANIES LLLP | 1.7K | $17K | −$769 | Added$5.23K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.4K | $14.1K | — | New |
| RMG Wealth Management LLC | 1.33K | $13.2K | — | New |
| DiNuzzo Private Wealth, Inc. | 1.22K | $12.3K | −$733 | Cut−$733 |
| Allworth Financial LP | 1.13K | $11.4K | −$676 | Cut−$676 |
| Ancora Advisors LLC | 650 | $6.57K | −$390 | Cut−$390 |
| WINMILL & CO. INC | 100 | $1.01K | −$60 | Cut−$60 |
| Steward Partners Investment Advisory, LLC | 83 | $838 | −$50 | Cut−$50 |
| WELLS FARGO & COMPANY/MN | 0 | $2 | — | Held |
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.