Stock
Reported value
$7.84M
Holders
7
+1 new · −0 exited
Holders’ est. mark
$9.83K
Price effect on 1 books still in the name
Largest holder
$7.21M
SUMMIT WEALTH GROUP LLC / CO
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 230.6K | $7.21M | — | Held |
| MORGAN STANLEY | 2.65K | $442.6K | — | Held |
| BANK OF AMERICA CORP /DE/ | 568 | $94.9K | — | Held |
| BARCLAYS PLC | 476 | $79.5K | $9.83K | Cut−$78.3K |
| IFP Advisors, Inc | 25 | $4.18K | — | Held |
| Essential Partners LLC | 11 | $1.84K | — | New |
| Allworth Financial LP | 2 | $335 | — | Held |
Positions as of Q3 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.