Stock
Reported value
$104.5M
Holders
19
+2 new · −3 exited
Holders’ est. mark
−$4.04M
Price effect on 17 books still in the name
Largest holder
$45.6M
Brookstone Capital Management
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Brookstone Capital Management | 1.19M | $45.6M | −$1.89M | Cut−$1.03M |
| Cetera Investment Advisers | 439.2K | $16.8M | −$702.7K | Cut−$492.1K |
| CreativeOne Wealth, LLC | 220.5K | $8.45M | −$357.3K | Cut−$919.1K |
| Uniting Wealth Partners, LLC | 183K | $7.01M | — | New |
| MILESTONE ASSET MANAGEMENT, LLC | 181.7K | $6.96M | −$294.5K | Cut−$5.91M |
| Sigma Planning Corp | 158.1K | $6.05M | −$236.1K | Added$236.7K |
| ENVESTNET ASSET MANAGEMENT INC | 113.6K | $4.35M | −$184K | Cut−$335K |
| Forefront Wealth Partners, LLC | 58.5K | $2.24M | −$74K | Added$418.7K |
| HighTower Advisors, LLC | 54K | $2.07M | −$87.4K | Cut−$243.1K |
| Palumbo Wealth Management LLC | 46.1K | $1.76M | −$74.6K | Cut−$99.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.4K | $867.6K | −$41.3K | Cut−$1.52M |
| Mutual Advisors, LLC | 21.2K | $813.1K | −$34.4K | Cut−$34.4K |
| GTS SECURITIES LLC | 16.1K | $616.2K | −$25.1K | Cut−$3.03K |
| Indiana Trust & Investment Management Co | 10K | $383K | −$16.2K | Cut−$16.2K |
| AlphaCore Capital LLC | 8.95K | $342.8K | −$14.5K | Cut−$14.5K |
| MORGAN STANLEY | 2.45K | $93.8K | −$5 | Added$93.8K |
| Hilton Head Capital Partners, LLC | 202 | $7.74K | −$327 | Cut−$327 |
| CoreCap Advisors, LLC | 25 | $958 | −$40 | Cut−$40 |
| IFP Advisors, Inc | 1 | $38 | — | New |
Who left
- Kestra Advisory Services, LLC$111.1K
- UBS Group AG$7.11K
- EXCHANGE TRADED CONCEPTS, LLC$2.35K
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.