Stock
Reported value
$35.2M
Holders
12
+1 new · −0 exited
Holders’ est. mark
$2.55M
Price effect on 8 books still in the name
Largest holder
$22.2M
Cresset Asset Management, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Cresset Asset Management, LLC | 261.5K | $22.2M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 56.2K | $4.76M | $1.1M | Added$502.8K |
| Sanctuary Advisors, LLC | 25.9K | $2.2M | $509.4K | Added$117.2K |
| NWAM LLC | 22.8K | $1.94M | — | Held |
| Pine Valley Investments Ltd Liability Co | 17.5K | $1.48M | $343.6K | Added$329.4K |
| National Philanthropic Trust | 12.4K | $1.05M | $243.6K | Added$243.6K |
| Savant Capital, LLC | 9.49K | $805.2K | $186.6K | Added$185.7K |
| Galaxy Group Investments LLC | 8.34K | $707.1K | $163.9K | Added$163.9K |
| Essential Partners LLC | 750 | $63.6K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 388 | $32.9K | — | New |
| Medallion Wealth Advisors, LLC | 158 | $13.1K | $2.5K | Added$2.5K |
| Prestige Wealth Management Group LLC | 20 | $1.7K | $393 | Added$393 |
Positions as of Q2 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.