| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 0.6% | 1.46% | #1 | $4.2M | 261,543 | $4.9M | 298,735 | -37,192-12.45% | Reduce | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | <0.01% | — | #2 | $32,220 | 2,000 | $0 | 0 | +2,000 | New Buy | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #3 | $9,908 | 615 | $3,260 | 200 | +415+207.50% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #4 | $2,739 | 170 | $3,521 | 216 | -46-21.30% | Reduce |