| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.09% | 0.08% | #2 | $664,981 | 9,947 | $299,822 | 4,769 | +5,178+108.58% | Add | |
| Wealthspire Advisors, LLC | <0.01% | — | #5 | $611,133 | 9,142 | $0 | 0 | +9,142 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.11% | — | #1 | $486,523 | 7,277 | $0 | 0 | +7,277 | New Buy | |
| Ethos Financial Group, LLC | 0.02% | 0.02% | #3 | $301,824 | 4,469 | $262,961 | 4,183 | +286+6.84% | Add | |
| Coston, McIsaac & Partners | <0.01% | <0.01% | #4 | $20,457 | 306 | $18,000 | 293 | +13+4.44% | Add | |
| Game Plan Financial Advisors, LLC | <0.01% | <0.01% | #6 | $2,000 | 30 | $1,803 | 29 | +1+3.45% | Add |
