Stock
Reported value
$52.4M
Holders
3
+0 new · −0 exited
Holders’ est. mark
−$1.45M
Price effect on 1 books still in the name
Largest holder
$52.4M
Prestige Wealth Management Group LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 646.6K | $52.4M | −$1.45M | Cut−$2.19M |
| Medallion Wealth Advisors, LLC | 312 | $24.9K | — | Held |
| Catherine Avery Investment Management LLC | 55 | $4.45K | — | Held |
Positions as of Q4 2024. 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.