Stock
Reported value
$22.3M
Holders
4
+0 new · −0 exited
Holders’ est. mark
$3.59M
Price effect on 4 books still in the name
Largest holder
$20.6M
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 | 391.7K | $20.6M | $3.31M | Added$3.77M |
| Sanctuary Advisors, LLC | 25K | $1.31M | $215.9K | Cut−$394.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.29K | $330.8K | $49.3K | Added$80.5K |
| TUCKER ASSET MANAGEMENT LLC | 1.68K | $88.3K | $14.5K | Added$14.5K |
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.