Stock
Reported value
$4.33M
Holders
5
+5 new · −0 exited
Holders’ est. mark
—
Need a prior quarter
Largest holder
$3.43M
CREATIVE FINANCIAL DESIGNS INC /ADV
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 114.6K | $3.43M | — | New |
| BAM Wealth Management, LLC | 22.7K | $679.5K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 7.43K | $218.7K | — | New |
| GeoWealth Management, LLC | 12 | $360 | — | New |
| JPMORGAN CHASE & CO | 10 | $292 | — | 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.