Stock
Reported value
$92.4M
Holders
10
+1 new · −2 exited
Holders’ est. mark
−$6.35M
Price effect on 9 books still in the name
Largest holder
$78.9M
EverSource Wealth Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2.4M | $78.9M | −$4.93M | Added$29.6M |
| LifeGuide Financial Advisors, LLC | 145.2K | $4.77M | −$484.7K | Cut−$224.8K |
| Smartleaf Asset Management LLC | 94.4K | $2.99M | −$467.3K | Cut−$352.7K |
| Kestra Advisory Services, LLC | 87.6K | $2.88M | −$293.8K | Cut−$52.6K |
| Cornerstone Financial Management LLC | 51.8K | $1.7M | −$75.4K | Added$950.7K |
| TrustWell Financial Advisors, LLC | 13.2K | $435K | −$46.7K | Cut−$30.7K |
| Strategic Blueprint, LLC | 12.2K | $400.4K | −$43.8K | Cut−$36.3K |
| Brand Asset Management Group, Inc. | 9.29K | $305.3K | — | New |
| LGT Financial Advisors LLC | 2.77K | $91K | −$8.26K | Added$8.63K |
| NATURAL INVESTMENTS, LLC | 29.9K | $981 | −$103 | Cut−$47 |
Who left
- HARBOUR INVESTMENTS, INC.$635.9K
- UBS Group AG$767
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.