Stock
Reported value
$56.2M
Holders
18
+12 new · −0 exited
Holders’ est. mark
−$346.5K
Price effect on 6 books still in the name
Largest holder
$16.8M
KFG WEALTH MANAGEMENT, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $218.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 670.7K | $16.8M | −$239.3K | Added$5.73M |
| Long Island Wealth Management, Inc. | 505.6K | $12.7M | — | New |
| Uniting Wealth Partners, LLC | 367K | $9.21M | — | New |
| Integrated Wealth Concepts LLC | 240.2K | $6.03M | — | New |
| Aptus Capital Advisors, LLC | 136.3K | $3.42M | −$46K | Added$1.28M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 120.5K | $3.03M | −$44.8K | Added$945K |
| OLD MISSION CAPITAL LLC | 40.8K | $1.03M | — | New |
| Cornerstone Wealth Group, LLC | 30.5K | $801.6K | — | New |
| Kovack Advisors, Inc. | 21.1K | $530.5K | −$5.58K | Added$271.5K |
| First Heartland Consultants, Inc. | 20.6K | $517.9K | — | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 19.1K | $478.4K | −$10.5K | Cut−$13.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.1K | $455.5K | — | New |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 16.6K | $416.5K | — | New |
| Atria Investments, Inc | 10.1K | $252.4K | — | New |
| Meridian Wealth Management, LLC | 9.77K | $245.1K | — | New |
| Citadel | 8.71K | $218.6K | — | New |
| UBS Group AG | 1.04K | $26.1K | −$149 | Added$19.2K |
| DHJJ Financial Advisors, Ltd. | 40 | $1K | — | New |
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.