Stock
Reported value
$3.14M
Holders
19
+0 new · −4 exited
Holders’ est. mark
$118.4K
Price effect on 18 books still in the name
Largest holder
$1.48M
LPL Financial LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 27.7K | $1.48M | $58.8K | Added$50.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.27K | $495.9K | $15.2K | Added$129K |
| Cetera Investment Advisers | 6.28K | $336.2K | $12.8K | Added$26.2K |
| Merit Financial Group, LLC | 4.7K | $251.7K | $9.99K | Added$9.99K |
| OSAIC HOLDINGS, INC. | 3.62K | $193.8K | $7.68K | Cut−$13K |
| UBS Group AG | 2.08K | $111.3K | $2.32K | Added$55.1K |
| Networth Advisors, LLC | 1.72K | $92K | $3.65K | Added$3.65K |
| Bogart Wealth, LLC | 661 | $35.4K | $1.41K | Added$1.41K |
| Geneos Wealth Management Inc. | 570 | $30.5K | $1.21K | Added$1.21K |
| Nova Wealth Management, Inc. | 468 | $25K | $993 | Added$993 |
| AE Wealth Management LLC | 455 | $24.3K | $966 | Added$966 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 288 | $15.4K | $578 | Added$845 |
| Winch Advisory Services, LLC | 277 | $14.8K | $588 | Added$588 |
| MORGAN STANLEY | 190 | $10.2K | $421 | Added$370 |
| Spire Wealth Management | 189 | $10.1K | $401 | Added$401 |
| KERR FINANCIAL PLANNING Corp | 46 | $3.79K | $1.26K | Cut−$146.9K |
| Prestige Wealth Management Group LLC | 60 | $3.21K | $127 | Added$127 |
| HARBOUR INVESTMENTS, INC. | 20 | $1.07K | $42 | Added$42 |
| WELLS FARGO & COMPANY/MN | 0 | $1 | — | Cut−$51 |
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.