| 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% | — | #6 | $700,717 | 9,437 | $0 | 0 | +9,437 | New Buy | |
| NEVILLE RODIE & SHAW INC | 0.04% | 0.04% | #2 | $550,000 | 7,407 | $525,000 | 7,733 | -326-4.22% | Reduce | |
| Vermillion Wealth Management, Inc. | 0.05% | — | #1 | $232,028 | 3,125 | $0 | 0 | +3,125 | New Buy | |
| Estabrook Capital Management | 0.01% | 0.01% | #4 | $95,189 | 1,282 | $87,073 | 1,282 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | 0.01% | — | #3 | $81,367 | 1,096 | $0 | 0 | +1,096 | New Buy | |
| Alpine Bank Wealth Management | 0.01% | — | #5 | $39,058 | 526 | $0 | 0 | +526 | New Buy |
