| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 0.07% | 0.07% | #3 | $1.8M | 21,495 | $1.5M | 21,260 | +235+1.11% | Add | |
| Wealthspire Advisors, LLC | <0.01% | — | #6 | $552,545 | 8,872 | $0 | 0 | +8,872 | New Buy | |
| Coston, McIsaac & Partners | 0.11% | 0.11% | #1 | $543,620 | 8,729 | $466,000 | 8,718 | +11+0.13% | Add | |
| Oakworth Capital, Inc. | 0.02% | 0.02% | #4 | $349,340 | 5,635 | $300,703 | 5,619 | +16+0.28% | Add | |
| Vermillion Wealth Management, Inc. | 0.08% | — | #2 | $324,154 | 5,205 | $0 | 0 | +5,205 | New Buy | |
| Westside Investment Management, Inc. | 0.01% | 0.01% | #5 | $43,249 | 694 | $37,492 | 694 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | — | #7 | $29,869 | 480 | $0 | 0 | +480 | New Buy |
