Stock
Reported value
$18.4M
Holders
6
+1 new · −0 exited
Holders’ est. mark
$8.42K
Price effect on 4 books still in the name
Largest holder
$8.89M
Clark Wealth Partners
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Clark Wealth Partners | 178.7K | $8.89M | $5.38K | Cut−$11.6M |
| Sanctuary Advisors, LLC | 109.6K | $5.45M | $2.57K | Added$1.17M |
| Cresset Asset Management, LLC | 47.8K | $2.38M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 23.2K | $1.15M | $428 | Added$443.4K |
| Norris Financial Group, LLC | 10K | $497.6K | — | New |
| Aventura Private Wealth, LLC | 1.4K | $69.5K | $42 | Added$42 |
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.