Stock
Reported value
$3.35M
Holders
8
+0 new · −0 exited
Holders’ est. mark
$59K
Price effect on 8 books still in the name
Largest holder
$1.46M
Westfuller Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Westfuller Advisors, LLC | 53.8K | $1.46M | $10.5K | Added$794.8K |
| Atria Investments, Inc | 26K | $704.4K | $11K | Cut−$24.3K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 21.4K | $579.7K | $8.84K | Added$20.2K |
| Vestment Financial LLC | 12.3K | $362.5K | $25K | Added$39.1K |
| BlackRock, Inc. | 5.7K | $154.6K | $2.41K | Cut−$1.01M |
| Keystone Financial Group, Inc. | 2.6K | $70.5K | $1.07K | Added$2.91K |
| OSAIC HOLDINGS, INC. | 434 | $11.8K | $183 | Added$183 |
| MORGAN STANLEY | 94 | $2.56K | −$4 | Added$2.52K |
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.