Stock
Reported value
$513.2K
Holders
7
+1 new · −0 exited
Holders’ est. mark
−$30.4K
Price effect on 1 books still in the name
Largest holder
$287.4K
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 | 7.86K | $287.4K | — | Held |
| BARCLAYS PLC | 3.11K | $105.2K | −$30.4K | Cut−$59.9K |
| MORGAN STANLEY | 2.46K | $83.4K | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.07K | $36.2K | — | Held |
| Essential Partners LLC | 20 | $677 | — | New |
| Allworth Financial LP | 6 | $204 | — | Held |
| IFP Advisors, Inc | 2 | $68 | — | 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.