| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 0.01% | — | #2 | $1.6M | 25,824 | $0 | 0 | +25,824 | New Buy | |
| Financial Gravity Companies, Inc. | 0.09% | — | #1 | $562,759 | 9,239 | $0 | 0 | +9,239 | New Buy |
