Stock
Reported value
$1.96M
Holders
6
+3 new · −0 exited
Holders’ est. mark
−$59.9K
Price effect on 3 books still in the name
Largest holder
$817.5K
CARRET ASSET MANAGEMENT, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | 35K | $817.5K | −$32.2K | Cut−$32.2K |
| Garton & Associates Financial Advisors LLC | 27.3K | $636.6K | −$22.1K | Added$53.4K |
| MOODY LYNN & LIEBERSON, LLC | 13.2K | $308.6K | — | New |
| McMillan Office, Inc. | 6.15K | $143.6K | −$5.66K | Cut−$5.66K |
| McIlrath & Eck, LLC | 2.07K | $48.3K | — | New |
| Silver Grove Financial Group, Inc. | 143 | $3.35K | — | 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.