Stock
Reported value
$2.45M
Holders
8
+1 new · −1 exited
Holders’ est. mark
$77.6K
Price effect on 6 books still in the name
Largest holder
$909.8K
INDEPENDENT FINANCIAL GROUP, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 15.4K | $909.8K | $39.1K | Cut−$98.2K |
| Sanctuary Advisors, LLC | 14.5K | $856.3K | $36.8K | Added$35.2K |
| Triumph Capital Management | 8.3K | $490.8K | — | Held |
| Leonteq Securities AG | 2.6K | $153.7K | — | New |
| Prestige Wealth Management Group LLC | 650 | $38.4K | $1.65K | Added$1.65K |
| Medallion Wealth Advisors, LLC | 22 | $1.3K | $34 | Added$34 |
| DANSKE BANK A/S | 4 | $236 | $10 | Cut−$216 |
| BARCLAYS PLC | 2 | $118 | $5 | Cut−$3.35M |
Who left
- Savant Capital, LLC$275.4K
Positions as of Q2 2025. 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.