| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #4 | $24,398 | 1,363 | $8,245 | 436 | +927+212.61% | Add | |
| Towne Trust Company, N.A | <0.01% | — | #1 | $15,591 | 871 | $0 | 0 | +871 | New Buy | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #6 | $12,351 | 690 | $12,367 | 654 | +36+5.50% | Add | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | <0.01% | — | #2 | $8,950 | 500 | $0 | 0 | +500 | New Buy | |
| Main Street Group, LTD | <0.01% | <0.01% | #3 | $5,370 | 300 | $5,673 | 300 | 00.00% | Unchanged | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #5 | $718 | 38 | $718 | 38 | 00.00% | Unchanged |
