| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.28% | 0.23% | #1 | $2.0M | 48,844 | $927,837 | 24,327 | +24,517+100.78% | Add | |
| Diversified Trust Co | 0.02% | 0.02% | #2 | $1.0M | 25,004 | $882,494 | 23,138 | +1,866+8.06% | Add | |
| Wealthspire Advisors, LLC | <0.01% | — | #5 | $835,206 | 20,592 | $0 | 0 | +20,592 | New Buy | |
| FULTON BANK, N.A. | 0.01% | <0.01% | #3 | $220,767 | 5,443 | $207,620 | 5,443 | 00.00% | Unchanged | |
| NORTH STAR ASSET MANAGEMENT INC | 0.01% | 0.01% | #4 | $216,373 | 5,335 | $203,463 | 5,335 | 00.00% | Unchanged |
