Stock
Reported value
$1.69M
Holders
5
+1 new · −0 exited
Holders’ est. mark
$209.8K
Price effect on 1 books still in the name
Largest holder
$739.8K
Keel Point, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Keel Point, LLC | 24.8K | $739.8K | — | Held |
| Sanctuary Advisors, LLC | 21.9K | $653.7K | $209.8K | Added$331.5K |
| Cresset Asset Management, LLC | 9.76K | $291K | — | New |
| IFP Advisors, Inc | 110 | $3.28K | — | Held |
| BANK OF AMERICA CORP /DE/ | 6 | $179 | — | Held |
Positions as of Q3 2025. 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.