Stock
Reported value
$88.5M
Holders
9
+1 new · −0 exited
Holders’ est. mark
$1.28M
Price effect on 8 books still in the name
Largest holder
$73.5M
EverSource Wealth Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2.36M | $73.5M | $1.06M | Added$31.7M |
| Kestra Advisory Services, LLC | 171.7K | $5.34M | $105.7K | Added$1.16M |
| LifeGuide Financial Advisors, LLC | 169.4K | $5.27M | $93.8K | Added$238.1K |
| Smartleaf Asset Management LLC | 97.2K | $2.97M | $5.42K | Cut−$6.88K |
| Parkside Investments, LLC | 19.5K | $604.9K | $9.51K | Added$229.3K |
| TrustWell Financial Advisors, LLC | 14.8K | $459.8K | $11.4K | Cut−$8.66K |
| Brand Asset Management Group, Inc. | 8.65K | $268.9K | — | New |
| LGT Financial Advisors LLC | 2.53K | $78.8K | $1.94K | Cut−$13K |
| HARBOUR INVESTMENTS, INC. | 454 | $14.1K | $349 | Cut−$218.1K |
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.