Stock
Reported value
$9.48M
Holders
8
+0 new · −0 exited
Holders’ est. mark
−$184.7K
Price effect on 4 books still in the name
Largest holder
$4.26M
INDEPENDENT FINANCIAL GROUP, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 65.4K | $4.26M | — | Held |
| Sanctuary Advisors, LLC | 31.9K | $2.08M | — | Held |
| Pine Valley Investments Ltd Liability Co | 17.7K | $1.15M | — | Held |
| National Philanthropic Trust | 12.4K | $807.4K | −$109.6K | Cut−$109.6K |
| Savant Capital, LLC | 9.51K | $619.5K | — | Held |
| Galaxy Group Investments LLC | 8.34K | $543.2K | −$73.8K | Cut−$1.61M |
| Medallion Wealth Advisors, LLC | 158 | $10.6K | −$1.08K | Cut−$1.08K |
| Prestige Wealth Management Group LLC | 20 | $1.3K | −$177 | Cut−$177 |
Positions as of Q1 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.