Stock
Reported value
$1.62M
Holders
7
+1 new · −0 exited
Holders’ est. mark
$17.4K
Price effect on 1 books still in the name
Largest holder
$1.14M
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 | 19.8K | $1.14M | — | Held |
| MORGAN STANLEY | 18K | $272.1K | — | Held |
| BARCLAYS PLC | 10.9K | $164.7K | $17.4K | Cut−$23.4K |
| BANK OF AMERICA CORP /DE/ | 3K | $45.2K | — | Held |
| Essential Partners LLC | 88 | $1.33K | — | New |
| IFP Advisors, Inc | 17 | $257 | — | Held |
| Allworth Financial LP | 8 | $121 | — | Held |
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.