| 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 | $690,909 | 70,429 | $0 | 0 | +70,429 | New Buy | |
| Ascentis Wealth Management, LLC | 0.08% | 0.19% | #1 | $253,465 | 25,811 | $974,625 | 99,247 | -73,436-73.99% | Reduce | |
| Ascentis Independent Advisors | 0.01% | 0.04% | #2 | $102,248 | 10,412 | $587,564 | 59,833 | -49,421-82.60% | Reduce |
