Stock
Reported value
$19M
Holders
22
+0 new · −0 exited
Holders’ est. mark
$2.76M
Price effect on 22 books still in the name
Largest holder
$3.64M
CWM, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CWM, LLC | 134.2K | $3.64M | $2.86M | Added$3.64M |
| AE Wealth Management LLC | 113.2K | $3.07M | −$22.2K | Cut−$160.2K |
| JANE STREET GROUP, LLC | 95.6K | $2.6M | −$18.8K | Cut−$886.2K |
| PATTEN & PATTEN INC/TN | 92.8K | $2.52M | −$18.2K | Cut−$25.1K |
| Landmark Wealth Management, LLC | 56.6K | $1.54M | −$10.6K | Added$62.7K |
| Farther Finance Advisors, LLC | 36.5K | $989.6K | −$7.47K | Cut−$7.47K |
| LPL Financial LLC | 35.3K | $957.6K | −$6.5K | Added$54.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33.3K | $903.7K | −$6.54K | Cut−$151K |
| JPMORGAN CHASE & CO | 19.2K | $519K | −$264 | Added$491.7K |
| PNC Financial Services Group, Inc. | 16.1K | $436.1K | −$2.42K | Added$99.8K |
| HighTower Advisors, LLC | 14.3K | $388.1K | −$2.58K | Added$29.4K |
| Marshall Financial Group, LLC | 12.8K | $347.4K | −$2.51K | Cut−$2.51K |
| ENVESTNET ASSET MANAGEMENT INC | 11.1K | $300.8K | −$1.58K | Added$82.9K |
| OSAIC HOLDINGS, INC. | 10K | $272K | −$2K | Cut−$2K |
| Sanctuary Advisors, LLC | 8.09K | $219.8K | −$1.6K | Cut−$365.7K |
| Rockefeller Capital Management L.P. | 5.34K | $145.2K | −$1.06K | Cut−$219 |
| Key Financial Inc | 3.02K | $82.1K | −$595 | Cut−$595 |
| MORGAN STANLEY | 2.5K | $67.9K | −$490 | Cut−$490 |
| PRIVATE TRUST CO NA | 500 | $13.6K | −$50 | Added$6.74K |
| MAI Capital Management | 434 | $11.8K | −$85 | Cut−$12.4K |
| Janney Montgomery Scott LLC | 48.9K | $1.33K | −$3 | Added$856 |
| Capital Analysts, LLC | 11.7K | $317 | −$1 | Added$121 |
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.