Stock
Reported value
$213.5M
Holders
56
+8 new · −3 exited
Holders’ est. mark
$61.2M
Price effect on 48 books still in the name
Largest holder
$63.8M
CWM, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CWM, LLC | 2.26M | $63.8M | $62M | Added$63.8M |
| Private Advisory Group LLC | 449.1K | $12.7M | −$10.8K | Added$8.3M |
| CONTINUUM WEALTH ADVISORS, LLC | 437.1K | $12.4M | −$29.3K | Added$476K |
| ENVESTNET ASSET MANAGEMENT INC | 333.8K | $9.44M | −$23.4K | Cut−$442.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 321.5K | $9.09M | −$18.4K | Added$1.63M |
| MML INVESTORS SERVICES, LLC | 306.6K | $8.67M | −$21.5K | Cut−$1.23M |
| Triton Wealth Management, PLLC | 240.4K | $6.89M | −$228.1K | Cut−$148.1K |
| Integrated Wealth Concepts LLC | 227.2K | $6.43M | −$15.9K | Cut−$1.2M |
| BWM Planning, LLC | 225.5K | $6.38M | −$14.1K | Added$681.2K |
| WJ Interests, LLC | 218.5K | $6.18M | −$13.8K | Added$588.4K |
| Sigma Planning Corp | 214.1K | $6.05M | −$15K | Cut−$126.5K |
| Innova Wealth Partners | 206.8K | $5.85M | −$12.7K | Added$684.9K |
| WealthTrak Capital Management LLC | 194.6K | $5.5M | −$13.6K | Cut−$271.4K |
| World Investment Advisors | 161.8K | $4.58M | −$11.3K | Cut−$34.7K |
| Brookwood Investment Group LLC | 157.8K | $4.46M | — | New |
| Fermata Advisors, LLC | 156.9K | $4.44M | −$5.38K | Added$2.26M |
| Professional Financial Advisors, LLC | 148.4K | $4.2M | −$10.4K | Cut−$1.95M |
| WRIGHT WEALTH LLC | 143.1K | $4.05M | −$9.93K | Added$28K |
| Accurate Wealth Management, LLC | 132.3K | $3.95M | $4.04K | Cut−$106.7K |
| McGrath & Associates, Inc. | 125.3K | $3.54M | −$8.28K | Added$189.6K |
| Planned Solutions, Inc. | 123K | $3.48M | −$8.61K | Cut−$59.1K |
| BlackDiamond Wealth Management, LLC | 93.4K | $2.64M | −$203.4K | Cut−$153.7K |
| Magnolia Private Wealth, LLC | 85.7K | $2.42M | −$6K | Cut−$271.7K |
| STAPP WEALTH MANAGEMENT, PLLC | 74.4K | $2.1M | −$5.2K | Cut−$29.9K |
| RHS Financial, LLC | 55.9K | $1.58M | −$3.92K | Cut−$255.4K |
| MATHER GROUP, LLC. | 50.7K | $1.43M | — | New |
| BANK OF MONTREAL /CAN/ | 46.4K | $1.31M | −$2.13K | Added$449.6K |
| Lunt Capital Management, Inc. | 43.1K | $1.22M | — | New |
| Bravias Capital Group, LLC | 35.6K | $1.01M | −$2.35K | Added$56.7K |
| Wealthcare Advisory Partners LLC | 34.5K | $975.3K | −$2.1K | Added$125.1K |
| Advisory Services Network, LLC | 33.5K | $946.2K | −$2.34K | Cut−$2.34K |
| Orion Porfolio Solutions, LLC | 29.5K | $835K | −$2.05K | Cut−$180.3K |
| Worth Asset Management, LLC | 27.8K | $785K | −$1.94K | Cut−$25.8K |
| Oregon Pacific Wealth Management, LLC | 25.3K | $716.4K | −$879 | Added$360.1K |
| ORG Wealth Partners, LLC | 23.9K | $675.7K | −$1.21K | Added$173.6K |
| SteelPeak Wealth, LLC | 19.8K | $561K | — | New |
| Atria Investments, Inc | 14.4K | $407.9K | −$1.01K | Cut−$94.2K |
| Claro Advisors Inc. | 12.2K | $344.3K | −$853 | Cut−$938 |
| MOSELEY INVESTMENT MANAGEMENT INC | 10.7K | $301.6K | −$746 | Cut−$3.95K |
| True Wealth Design, LLC | 7.65K | $216.3K | −$535 | Cut−$3.26K |
| MORGAN STANLEY | 7.6K | $214.9K | −$532 | Cut−$57.2K |
| Legacy Wealth Managment, LLC/ID | 6.92K | $195.8K | −$484 | Cut−$1.33K |
| UBS Group AG | 5.38K | $152.2K | — | New |
| JPMORGAN CHASE & CO | 4.1K | $112.5K | −$3.66K | Cut−$2.7K |
| Cohalo Advisory LLC | 3.16K | $89.4K | −$220 | Cut−$3.71K |
| Golden State Equity Partners | 2.68K | $75.7K | — | New |
| Aptus Capital Advisors, LLC | 1.26K | $35.6K | −$88 | Cut−$88 |
| Farther Finance Advisors, LLC | 1.08K | $30.8K | $246 | Cut−$14.3K |
| Ares Financial Consulting, LLC | 612 | $17.5K | $141 | Added$141 |
| MPWM ADVISORY SOLUTIONS, LLC | 418 | $11.8K | −$29 | Cut−$29 |
| OSAIC HOLDINGS, INC. | 401 | $11.3K | −$14 | Added$5.78K |
| Essential Partners LLC | 265 | $7.49K | −$19 | Cut−$19 |
| Longview Financial Advisors, Inc. | 225 | $6.38K | — | New |
| AE Wealth Management LLC | 146 | $4.13K | −$10 | Cut−$10 |
| ROYAL BANK OF CANADA | 78 | $2K | — | New |
| Cambridge Investment Research Advisors, Inc. | 26.8K | $759 | −$2 | Cut−$2 |
Who left
- Luminist Capital LLC$9.61K
- Arax Advisory Partners$5.67K
- TCTC Holdings, LLC$227
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.