Stock
Reported value
$3.46M
Holders
9
+1 new · −2 exited
Holders’ est. mark
$15K
Price effect on 7 books still in the name
Largest holder
$1.48M
LPL Financial LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 52.7K | $1.48M | $7.94K | Added$694.2K |
| First Affirmative Financial Network | 47K | $1.32M | — | Held |
| ROYAL BANK OF CANADA | 22.1K | $620K | $6.67K | Cut−$72K |
| Caldwell Trust Co | 1.22K | $34.2K | $342 | Added$342 |
| JPMORGAN CHASE & CO | 143 | $4.02K | $42 | Added$436 |
| Quest 10 Wealth Builders, Inc. | 96 | $2.69K | $27 | Added$27 |
| Qube Research & Technologies Ltd | 2 | $56 | $0 | Held |
| MORGAN STANLEY | 1 | $29 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $28 | $2 | Cut−$25 |
Who left
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.