Stock
Reported value
$2.08M
Holders
7
+1 new · −0 exited
Holders’ est. mark
−$10.2K
Price effect on 6 books still in the name
Largest holder
$562.8K
Causey Wealth LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Causey Wealth LLC | 17.7K | $562.8K | −$3.53K | Cut−$95.3K |
| Sanctuary Advisors, LLC | 16.6K | $527.6K | −$3.34K | Cut−$45.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 13.1K | $415.6K | −$2.62K | Cut−$123.3K |
| Savant Capital, LLC | 10.4K | $329.2K | — | New |
| National Philanthropic Trust | 6.4K | $203.3K | −$1.28K | Cut−$4.48K |
| Medallion Wealth Advisors, LLC | 1.21K | $39.4K | $593 | Added$593 |
| Nalls Sherbakoff Group, LLC | 134 | $4.26K | −$27 | Cut−$27 |
Positions as of Q2 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.