13F

Stock

Profesionally Managed Portfo

Ticker not mapped · held by 13 managers

Reported value

$3.32M

Holders

13

+13 new · −0 exited

Holders’ est. mark

—

Need a prior quarter

Largest holder

$773.7K

Belpointe Asset Management LLC

Who holds it

Notable only
InvestorSharesValueEst. markChange
Belpointe Asset Management LLC54.9K$773.7K—New
STIFEL FINANCIAL CORP44.8K$631.4K—New
Wealthcare Advisory Partners LLC28.8K$405.8K—New
CWM, LLC23.2K$327.3K—New
NWF Advisory Services Inc.21.9K$309.6K—New
OneDigital Investment Advisors LLC16.4K$231.3K—New
OSAIC HOLDINGS, INC.12.1K$170.7K—New
INVESTMENT HOUSE LLC12K$168.9K—New
CAPTRUST FINANCIAL ADVISORS10.8K$151.8K—New
Glass Jacobson Investment Advisors llc7.16K$101K—New
HARBOR INVESTMENT ADVISORY, LLC2.48K$35.1K—New
Advisory Services Network, LLC871$12.3K—New
Cambridge Investment Research Advisors, Inc.25.8K$363—New

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.