Stock
Reported value
$84.3M
Holders
43
+8 new · −4 exited
Holders’ est. mark
−$1.91M
Price effect on 35 books still in the name
Largest holder
$20.8M
Sellwood Investment Partners LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.11M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Sellwood Investment Partners LLC | 499.4K | $20.8M | −$184.7K | Added$201.3K |
| Savant Capital, LLC | 254.7K | $10.6M | −$74.7K | Added$2.28M |
| LPL Financial LLC | 171K | $7.12M | −$21.9K | Added$4.67M |
| Balanced Rock Investment Advisors LLC | 149.2K | $6.21M | −$55.7K | Added$4.91K |
| Arlington Financial Advisors, LLC | 123.1K | $5.12M | −$46.4K | Cut−$223.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 113.4K | $4.72M | −$42.8K | Cut−$307.3K |
| Northwest Bancshares, Inc. | 108.4K | $4.51M | −$40.9K | Cut−$107.2K |
| Envestnet Portfolio Solutions, Inc. | 101.5K | $4.22M | −$37.8K | Added$15.2K |
| GenWealth Group, Inc. | 90.2K | $3.75M | −$111.1K | Added$103.2K |
| Cetera Investment Advisers | 67K | $2.79M | −$25K | Added$964 |
| Financial Insights, Inc. | 63.1K | $2.63M | −$23.8K | Cut−$23K |
| Bruce G. Allen Investments, LLC | 36.7K | $1.53M | −$13.8K | Cut−$69.5K |
| Mariner, LLC | 30.9K | $1.29M | — | New |
| Citadel | 26.6K | $1.11M | −$2.99K | Added$773.9K |
| Dynamic Advisor Solutions LLC | 21K | $871.9K | −$7.9K | Cut−$9.7K |
| Mason & Associates Inc | 20.1K | $820.2K | −$25K | Cut−$10.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 13.4K | $558.8K | −$5.1K | Cut−$3.19K |
| Walkner Condon Financial Advisors LLC | 13.3K | $553K | −$4.99K | Cut−$2.36K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 11.6K | $481.1K | −$4.35K | Cut−$6.83K |
| JNBA Financial Advisors | 9.34K | $388.8K | −$3.52K | Cut−$30.1K |
| KWB Wealth | 8.86K | $372.1K | $1 | Cut−$35.5K |
| NewEdge Advisors, LLC | 36.2K | $369.8K | −$1.15M | Cut−$1.71M |
| Bond & Devick Financial Network, Inc. | 7.85K | $326.7K | −$2.96K | Cut−$34.6K |
| BANK OF AMERICA CORP /DE/ | 7.59K | $315.7K | −$2.86K | Cut−$160.2K |
| RHS Financial, LLC | 7.45K | $310.2K | −$2.67K | Added$13.5K |
| Bank of New York Mellon Corp | 6.43K | $267.5K | — | New |
| Milestone Investment Advisors LLC | 5.96K | $247.8K | −$2.27K | Cut−$2.14K |
| RAYMOND JAMES FINANCIAL INC | 5.59K | $232.6K | −$2.04K | Added$5.66K |
| Sprinkle Financial Consultants LLC | 5.3K | $220.7K | −$1.98K | Cut−$1.11K |
| ENVESTNET ASSET MANAGEMENT INC | 5.11K | $212.6K | −$1.94K | Cut−$1.06K |
| Williams & Novak, LLC | 5K | $208.2K | −$1.75K | Cut−$1.75K |
| WELLS FARGO & COMPANY/MN | 4.17K | $173.5K | — | New |
| AdvisorNet Financial, Inc | 3.83K | $159.6K | −$1.14K | Added$33.9K |
| Farther Finance Advisors, LLC | 3.7K | $154.1K | −$1.3K | Cut−$43.3K |
| HARBOUR INVESTMENTS, INC. | 3.68K | $153.1K | — | New |
| ROYAL BANK OF CANADA | 3.67K | $153K | — | New |
| Sankala Group LLC | 3.25K | $133.8K | −$6.16K | Added$28.7K |
| Golden State Equity Partners | 2.75K | $114.2K | — | New |
| OSAIC HOLDINGS, INC. | 1.88K | $78.1K | −$980 | Cut−$1.31M |
| Smartleaf Asset Management LLC | 1.45K | $59.2K | −$2.52K | Cut−$2.52K |
| JPMORGAN CHASE & CO | 101 | $4.11K | — | New |
| BLUELINE ADVISORS LLC | 25 | $1.04K | −$9 | Cut−$7.36K |
| Capital Analysts, LLC | 18.5K | $769 | — | New |
Who left
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.