| 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% | — | #3 | $1.0M | 27,705 | $0 | 0 | +27,705 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.07% | — | #1 | $298,454 | 7,881 | $0 | 0 | +7,881 | New Buy | |
| Coston, McIsaac & Partners | 0.05% | 0.06% | #2 | $267,324 | 7,059 | $244,000 | 7,059 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | — | #4 | $42,542 | 1,123 | $0 | 0 | +1,123 | New Buy |
