| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| New Hampshire Trust | 0.75% | 0.79% | #1 | $4.0M | 1.0M | $3.9M | 1.0M | +23,717+2.34% | Add | |
| Wealthspire Advisors, LLC | 0.02% | — | #3 | $2.9M | 761,056 | $0 | 0 | +761,056 | New Buy | |
| Ethos Financial Group, LLC | 0.02% | 0.03% | #2 | $349,258 | 91,429 | $359,488 | 93,374 | -1,945-2.08% | Reduce | |
| Financial Gravity Companies, Inc. | <0.01% | — | #4 | $7 | 2 | $0 | 0 | +2 | New Buy |
