Stock
Reported value
$61M
Holders
14
+8 new · −0 exited
Holders’ est. mark
−$178.7K
Price effect on 6 books still in the name
Largest holder
$48.8M
HM PAYSON & CO
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $278.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| HM PAYSON & CO | 1.93M | $48.8M | −$155.5K | Added$17.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 133.7K | $3.38M | — | New |
| HighTower Advisors, LLC | 126K | $3.18M | −$15.6K | Added$16.9K |
| CGN Advisors LLC | 116.4K | $2.94M | −$4.26K | Added$2.08M |
| Integrated Wealth Concepts LLC | 40.4K | $1.02M | — | New |
| Spinnaker Investment Group, LLC | 19.7K | $496.3K | −$2.47K | Cut−$34.8K |
| SteelPeak Wealth, LLC | 14.1K | $355.9K | — | New |
| Citadel | 11K | $278.9K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7.07K | $178.4K | −$728 | Added$26.2K |
| BANK OF MONTREAL /CAN/ | 5.58K | $140.8K | — | New |
| WELLS FARGO & COMPANY/MN | 5.43K | $137K | — | New |
| Advisory Services Network, LLC | 1.89K | $47.8K | — | New |
| MORGAN STANLEY | 895 | $22.6K | −$113 | Cut−$113 |
| Clearstead Trust, LLC | 765 | $19.3K | — | New |
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.