Stock
Reported value
$43.2M
Holders
27
+6 new · −5 exited
Holders’ est. mark
−$555.6K
Price effect on 20 books still in the name
Largest holder
$22.3M
ARMSTRONG ADVISORY GROUP, INC
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | 220K | $22.3M | −$349.6K | Added$8.08M |
| Kingsview Wealth Management, LLC | 72.8K | $7.37M | — | New |
| CITIGROUP INC | 28.7K | $2.91M | −$1.06K | Added$2.86M |
| Golden State Equity Partners | 22.4K | $2.27M | −$18.8K | Added$1.04M |
| Creative Planning | 19.3K | $1.96M | −$47.4K | Added$28.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.9K | $1.41M | −$30.2K | Added$178.7K |
| LPL Financial LLC | 10.2K | $1.04M | −$19.6K | Added$237.4K |
| Beacon Pointe Advisors, LLC | 7.2K | $729.4K | −$18.4K | Cut−$18.4K |
| Citadel | 5.29K | $536.1K | −$13.5K | Cut−$199.8K |
| AMJ Financial Wealth Management | 4.09K | $414.8K | −$10.5K | Cut−$10.5K |
| RAYMOND JAMES FINANCIAL INC | 3.99K | $403.8K | −$5.11K | Added$196.1K |
| Long Island Wealth Management, Inc. | 3.58K | $362.5K | −$9.14K | Cut−$188.8K |
| OSAIC HOLDINGS, INC. | 3.18K | $322.4K | −$3.78K | Added$169.7K |
| &PARTNERS | 2.99K | $303.2K | −$7.62K | Cut−$6.5K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2.73K | $276.1K | −$6.95K | Cut−$5.93K |
| EP Wealth Advisors, LLC | 2.39K | $242.2K | −$5.88K | Added$3.24K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.39K | $241.7K | −$6.09K | Cut−$6.09K |
| BANK OF MONTREAL /CAN/ | 628 | $63.6K | −$1.6K | Cut−$1.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 190 | $19.2K | — | New |
| MORGAN STANLEY | 116 | $11.8K | −$268 | Cut−$166 |
| Fidelity | 93 | $9.39K | −$195 | Added$2.33K |
| WELLS FARGO & COMPANY/MN | 50 | $5.07K | — | New |
| ROYAL BANK OF CANADA | 10 | $1K | — | New |
| VANGUARD ADVISERS INC | 8 | $810 | — | Held |
| CWM, LLC | 8 | $810 | — | New |
| Larson Financial Group LLC | 5 | $508 | — | New |
| Betterment LLC | 2.24K | $227 | −$6 | Cut−$3 |
Who left
- JANE STREET GROUP, LLC$865.3K
- NEW WAVE WEALTH ADVISORS LLC$244.9K
- BANK OF AMERICA CORP /DE/$39.7K
- UBS Group AG$39.6K
- SIMPLEX TRADING, LLC$623
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.