| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WHALEROCK POINT PARTNERS, LLC | 0.08% | 0.1% | #1 | $484,000 | 22,000 | $502,920 | 22,000 | 00.00% | Unchanged | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0.05% | 0.06% | #2 | $196,767 | 8,948 | $205,893 | 8,948 | 00.00% | Unchanged | |
| Towne Trust Company, N.A | 0.04% | 0.03% | #3 | $142,708 | 6,500 | $92,280 | 4,000 | +2,500+62.50% | Add | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #4 | $22,594 | 1,027 | $8,321 | 364 | +663+182.14% | Add |
