| 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% | — | #4 | $476,252 | 7,414 | $0 | 0 | +7,414 | New Buy | |
| Ethos Financial Group, LLC | 0.02% | 0.02% | #2 | $227,472 | 3,515 | $209,327 | 3,586 | -71-1.98% | Reduce | |
| Dempze Nancy E | 0.1% | — | #1 | $209,026 | 3,254 | $0 | 0 | +3,254 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #3 | $41,321 | 643 | $0 | 0 | +643 | New Buy |
