| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.83% | 0.78% | #1 | $5.8M | 66,315 | $3.1M | 41,779 | +24,536+58.73% | Add | |
| Wealthspire Advisors, LLC | <0.01% | — | #6 | $639,121 | 7,247 | $0 | 0 | +7,247 | New Buy | |
| Ethos Financial Group, LLC | 0.03% | 0.03% | #4 | $445,150 | 5,391 | $424,897 | 5,739 | -348-6.06% | Reduce | |
| Lesa Sroufe & Co | 0.28% | 0.23% | #2 | $397,650 | 4,509 | $334,000 | 4,509 | 00.00% | Unchanged | |
| NORTH STAR ASSET MANAGEMENT INC | 0.02% | 0.02% | #5 | $394,960 | 4,479 | $331,589 | 4,479 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.07% | — | #3 | $309,374 | 3,508 | $0 | 0 | +3,508 | New Buy |
