Stock
Reported value
$2M
Holders
4
+0 new · −0 exited
Holders’ est. mark
−$55.3K
Price effect on 3 books still in the name
Largest holder
$994.1K
INDEPENDENT FINANCIAL GROUP, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 88.4K | $994.1K | −$33.6K | Cut−$63.5K |
| Savant Capital, LLC | 33.5K | $377.1K | −$12.7K | Cut−$11.3K |
| Cresset Asset Management, LLC | 29.5K | $345.7K | — | Held |
| Sanctuary Advisors, LLC | 24.9K | $280K | −$9.05K | Added$2.97K |
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.