Stock
Reported value
$5.49M
Holders
5
+0 new · −0 exited
Holders’ est. mark
$286.2K
Price effect on 2 books still in the name
Largest holder
$2.69M
SUMMIT WEALTH GROUP LLC / CO
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 51.4K | $2.69M | — | Held |
| MORGAN STANLEY | 88.7K | $1.97M | — | Held |
| BARCLAYS PLC | 22.9K | $507.8K | $286.2K | Added$238.3K |
| BANK OF AMERICA CORP /DE/ | 14.8K | $328.8K | — | Held |
| Essential Partners LLC | 2 | $44 | $25 | Added$25 |
Positions as of Q3 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.