Stock
Reported value
$6.78M
Holders
11
+4 new · −3 exited
Holders’ est. mark
−$91.1K
Price effect on 7 books still in the name
Largest holder
$3.57M
LBMC INVESTMENT ADVISORS, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 141.4K | $3.57M | −$57.5K | Added$483.7K |
| Straight Path Wealth Management | 47.9K | $1.21M | −$20.4K | Added$112.8K |
| MCF Advisors LLC | 20.9K | $528.6K | — | New |
| JANE STREET GROUP, LLC | 19.8K | $499.5K | −$5.13K | Added$223.9K |
| First Western Trust Bank | 19.3K | $488.3K | — | New |
| MORGAN STANLEY | 11.2K | $283.6K | −$4.74K | Added$28.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.9K | $98.5K | −$1.87K | Cut−$1.87K |
| CNB Bank | 2.44K | $61.7K | −$1.17K | Cut−$1.45K |
| WELLS FARGO & COMPANY/MN | 677 | $17.1K | — | New |
| Bogart Wealth, LLC | 581 | $14.7K | −$279 | Cut−$279 |
| AE Wealth Management LLC | 431 | $10.9K | — | New |
Who left
- BlackRock, Inc.$514.6K
- BANK OF AMERICA CORP /DE/$169.7K
- Kestra Advisory Services, LLC$55.4K
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.