Stock
Reported value
$35.2M
Holders
8
+2 new · −0 exited
Holders’ est. mark
−$382.7K
Price effect on 6 books still in the name
Largest holder
$19M
KFG WEALTH MANAGEMENT, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 755.2K | $19M | −$318.5K | Added$2.58M |
| Uniting Wealth Partners, LLC | 501.5K | $12.6M | — | New |
| Aptus Capital Advisors, LLC | 45.5K | $1.14M | −$22.6K | Cut−$22.6K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 43.3K | $1.09M | −$21.6K | Cut−$21.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.7K | $745.4K | −$14.8K | Cut−$14.8K |
| Kovack Advisors, Inc. | 16.8K | $421.4K | −$4.91K | Added$168.8K |
| Cyndeo Wealth Partners, LLC | 10K | $251K | — | New |
| UBS Group AG | 1.55K | $38.9K | −$391 | Added$18.8K |
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.