Stock
Reported value
$16M
Holders
17
+4 new · −6 exited
Holders’ est. mark
−$935.1K
Price effect on 13 books still in the name
Largest holder
$7.85M
Lido Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | 164.4K | $7.85M | −$645.8K | Cut−$798.7K |
| Creative Planning | 41.2K | $1.97M | — | New |
| Perigon Wealth Management, LLC | 38.3K | $1.83M | — | New |
| JPMORGAN CHASE & CO | 34.1K | $1.57M | — | New |
| GOLDMAN SACHS GROUP INC | 17.4K | $830.4K | −$90.1K | Cut−$349.4K |
| Apollon Wealth Management, LLC | 8.89K | $424.3K | −$46.1K | Cut−$301.6K |
| Serenus Wealth Advisors, LLC | 8.77K | $418.5K | −$45.4K | Cut−$45.4K |
| J. Mark Nickell & Co. | 7.22K | $344.7K | −$37.4K | Cut−$37.4K |
| Tower Research Capital LLC (TRC) | 4.9K | $233.9K | −$15K | Added$80.6K |
| BENJAMIN EDWARDS INC | 4.54K | $216.8K | −$23.5K | Cut−$31.5K |
| IFP Advisors, Inc | 2.75K | $131K | −$14.2K | Cut−$14.2K |
| Larson Financial Group LLC | 1.65K | $78.9K | −$8.56K | Cut−$48K |
| Golden State Equity Partners | 1.34K | $63.9K | — | New |
| Front Row Advisors LLC | 680 | $32.5K | −$3.52K | Cut−$3.52K |
| BFSG, LLC | 450 | $21.5K | −$2.33K | Cut−$2.33K |
| Sherman Asset Management, Inc. | 352 | $16.8K | −$1.82K | Cut−$1.82K |
| Sunbelt Securities, Inc. | 243 | $11.6K | −$1.24K | Cut−$1.1K |
Who left
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.