Stock
Reported value
$8.11M
Holders
8
+1 new · −0 exited
Holders’ est. mark
−$594.3K
Price effect on 7 books still in the name
Largest holder
$5.23M
Garton & Associates Financial Advisors LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | 21.1K | $5.23M | −$373.7K | Cut−$22.7K |
| Williams Jones Wealth Management, LLC. | 4.49K | $1.11M | −$85.3K | Cut−$85.3K |
| CARRET ASSET MANAGEMENT, LLC | 4.39K | $1.09M | −$83.4K | Cut−$163.5K |
| Fulton Bank, N.A. | 2.37K | $586.7K | −$44.9K | Cut−$44.9K |
| Financial Gravity Asset Management, Inc. | 359 | $89.2K | −$6.83K | Cut−$6.83K |
| Coston, McIsaac & Partners | 2.1K | $521 | −$36 | Added$18 |
| NEVILLE RODIE & SHAW INC | 1.99K | $492 | −$38 | Cut−$39 |
| Lester Murray Antman dba SimplyRich | 1.16K | $286 | — | 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.