Stock
Reported value
$721.4K
Holders
4
+0 new · −0 exited
Holders’ est. mark
$61
Price effect on 1 books still in the name
Largest holder
$642.6K
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 | 8.48K | $642.6K | — | Held |
| MORGAN STANLEY | 31.9K | $78.1K | — | Held |
| BANK OF AMERICA CORP /DE/ | 139 | $340 | — | Held |
| Medallion Wealth Advisors, LLC | 125 | $306 | $61 | Added$61 |
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.