| 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% | — | #1 | $479,725 | 7,897 | $0 | 0 | +7,897 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $3,133 | 52 | $0 | 0 | +52 | New Buy |
