| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 4.84% | 4.3% | #1 | $23.5M | 23.5M | $18.4M | 18.4M | +5.1M+27.99% | Add | |
| Vermillion Wealth Management, Inc. | 1.16% | — | #3 | $5.0M | 5.0M | $0 | 0 | +5.0M | New Buy | |
| Main Management LLC | 0.3% | 0.34% | #4 | $4.5M | 4.5M | $4.7M | 4.7M | -183,979-3.95% | Reduce | |
| Wealthspire Advisors, LLC | 0.01% | — | #5 | $1.1M | 1.1M | $0 | 0 | +1.1M | New Buy | |
| Price Financial Group Wealth Management, Inc | 4.33% | — | #2 | $260,701 | 260,701 | $0 | 0 | +260,701 | New Buy | |
| NBT BANK, N.A. | <0.01% | — | #6 | $4,000 | 4,000 | $0 | 0 | +4,000 | New Buy |
