| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 0.05% | — | #2 | $9.4M | 862,210 | $0 | 0 | +862,210 | New Buy | |
| NOTTINGHAM ADVISORS, INC. | 0.69% | — | #1 | $5.7M | 527,140 | $0 | 0 | +527,140 | New Buy | |
| Private Capital Advisors, Inc. | 0.02% | 0.03% | #3 | $180,222 | 16,595 | $178,894 | 16,595 | 00.00% | Unchanged | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #4 | $52,096 | 4,806 | $65,626 | 6,088 | -1,282-21.06% | Reduce | |
| Financial Gravity Companies, Inc. | <0.01% | — | #5 | $3,067 | 282 | $0 | 0 | +282 | New Buy |
