| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 0.13% | — | #2 | $24.4M | 117,677 | $0 | 0 | +117,677 | New Buy | |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 0.93% | 0.97% | #1 | $2.7M | 12,965 | $2.3M | 12,953 | +12+0.09% | Add | |
| NEVILLE RODIE & SHAW INC | 0.03% | 0.02% | #4 | $388,000 | 1,873 | $336,000 | 1,871 | +2+0.11% | Add | |
| Lester Murray Antman dba SimplyRich | 0.09% | 0.09% | #3 | $344,000 | 1,922 | $344,000 | 1,922 | 00.00% | Unchanged | |
| Westside Investment Management, Inc. | <0.01% | <0.01% | #5 | $1,783 | 8 | $1,556 | 8 | 00.00% | Unchanged |
