Stock
Reported value
$9.95M
Holders
14
+3 new · −7 exited
Holders’ est. mark
−$419.4K
Price effect on 11 books still in the name
Largest holder
$6.12M
WealthPlan Investment Management, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $14
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 424.3K | $6.12M | −$201.9K | Added$3.94M |
| UHLMANN PRICE SECURITIES, LLC | 98.7K | $1.42M | — | New |
| Cetera Investment Advisers | 67K | $966.3K | −$84K | Added$58.2K |
| Prospera Financial Services Inc | 23.6K | $340.8K | −$31.9K | Cut−$3.58K |
| Delta Investment Management, LLC | 23.3K | $335.8K | −$33K | Cut−$20.5K |
| WealthPLAN Partners, LLC | 19.3K | $278.9K | −$20.9K | Added$52.8K |
| Breachway Investments LLC | 19.3K | $276.8K | −$30.1K | Cut−$35.8K |
| OSAIC HOLDINGS, INC. | 10.7K | $153.7K | −$15.7K | Cut−$50.8K |
| Advisory Services Network, LLC | 2.29K | $33K | — | New |
| Signature Equity Partners, LLC | 1K | $14.4K | −$1.47K | Cut−$1.47K |
| Farther Finance Advisors, LLC | 435 | $6.23K | — | New |
| AE Wealth Management LLC | 200 | $2.88K | −$294 | Cut−$294 |
| MORGAN STANLEY | 103 | $1.5K | −$140 | Cut−$125 |
| Fidelity | 1 | $14 | −$2 | Cut−$2 |
Who left
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.