| 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% | — | #5 | $871,557 | 12,203 | $0 | 0 | +12,203 | New Buy | |
| McMillan Office, Inc. | 0.06% | 0.04% | #1 | $503,636 | 7,052 | $326,849 | 7,052 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.05% | — | #2 | $219,712 | 3,076 | $0 | 0 | +3,076 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #3 | $39,919 | 559 | $0 | 0 | +559 | New Buy | |
| Coston, McIsaac & Partners | 0.01% | <0.01% | #4 | $27,426 | 384 | $16,000 | 352 | +32+9.09% | Add |
