Stock
Reported value
$24.7M
Holders
33
+7 new · −0 exited
Holders’ est. mark
−$316.8K
Price effect on 26 books still in the name
Largest holder
$12.4M
LBMC INVESTMENT ADVISORS, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 485.6K | $12.4M | −$169.3K | Added$1.42M |
| Straight Path Wealth Management | 64.8K | $1.65M | −$24.7K | Added$50.1K |
| LPL Financial LLC | 58.5K | $1.49M | −$3.83K | Added$1.24M |
| Integrated Wealth Concepts LLC | 54K | $1.37M | −$18.5K | Added$178.1K |
| Keeler Thomas Management LLC | 38.3K | $974.8K | −$15.3K | Cut−$1.54M |
| BANK OF AMERICA CORP /DE/ | 37.3K | $950.3K | −$14.9K | Cut−$41.3K |
| WRAPMANAGER INC | 31.9K | $810.9K | −$12.7K | Cut−$15.8K |
| JANE STREET GROUP, LLC | 28.7K | $731.3K | −$11.5K | Cut−$1.03M |
| MORGAN STANLEY | 22.3K | $568.1K | −$4.33K | Added$288.1K |
| First Western Trust Bank | 19.1K | $487.2K | — | New |
| FOCUSED ALPHA, LLC | 17.5K | $444.7K | −$5.39K | Added$96.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12.8K | $324.8K | −$4.81K | Added$14.4K |
| CAPTRUST FINANCIAL ADVISORS | 12K | $306.2K | −$4.77K | Cut−$2.1K |
| Aspen Wealth Management LLC | 11.6K | $294.9K | −$4.63K | Cut−$4.63K |
| Freestone Capital Holdings, LLC | 10.4K | $264.4K | −$4.16K | Cut−$220K |
| Reliant Wealth Planning | 10.1K | $256.2K | −$4.03K | Cut−$4.03K |
| Ellis Investment Partners, LLC | 9.69K | $246.7K | −$3.43K | Added$24.7K |
| RAYMOND JAMES FINANCIAL INC | 9.41K | $239.5K | −$3.59K | Added$7.4K |
| Segment Wealth Management, LLC | 9.15K | $232.9K | — | New |
| ROYAL BANK OF CANADA | 5.31K | $135K | −$2.32K | Cut−$7K |
| OSAIC HOLDINGS, INC. | 3.35K | $85.2K | −$638 | Added$44.1K |
| CNB Bank | 3.24K | $82.5K | −$1.3K | Cut−$1.68K |
| Orion Capital Management LLC | 3K | $76.3K | −$1.2K | Cut−$1.2K |
| WELLS FARGO & COMPANY/MN | 2.64K | $67.1K | — | New |
| Golden State Equity Partners | 2.55K | $64.9K | — | New |
| BARRETT & COMPANY, INC. | 2.47K | $63K | −$990 | Cut−$990 |
| IFP Advisors, Inc | 1.6K | $40.7K | — | New |
| Bogart Wealth, LLC | 578 | $14.7K | −$231 | Cut−$231 |
| AE Wealth Management LLC | 428 | $10.9K | — | New |
| Sound Income Strategies, LLC | 270 | $6.85K | −$165 | Cut−$165 |
| UBS Group AG | 103 | $2.62K | — | New |
| HARBOUR INVESTMENTS, INC. | 62 | $1.58K | −$25 | Cut−$25 |
| HAZLETT, BURT & WATSON, INC. | 157 | $4 | −$0 | Held |
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.