Stock
Reported value
$135.3M
Holders
9
+0 new · −0 exited
Holders’ est. mark
$6.1M
Price effect on 8 books still in the name
Largest holder
$53.8M
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 | 642.5K | $53.8M | $2.45M | Added$3.37M |
| Savant Capital, LLC | 445.7K | $37.3M | $1.73M | Added$1.69M |
| Sanctuary Advisors, LLC | 307.8K | $25.8M | $1.19M | Cut−$321.8K |
| HOWARD BAILEY SECURITIES, LLC | 175K | $14.7M | $657.5K | Added$1.12M |
| Cresset Asset Management, LLC | 26.4K | $2.21M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 15.8K | $1.32M | $61.4K | Cut−$28.1K |
| TUCKER ASSET MANAGEMENT LLC | 2.48K | $207.8K | $9.63K | Added$9.63K |
| Medallion Wealth Advisors, LLC | 312 | $26.1K | $1.21K | Added$1.21K |
| Catherine Avery Investment Management LLC | 55 | $4.61K | $214 | Added$214 |
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.