| 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% | — | #6 | $424,685 | 7,634 | $0 | 0 | +7,634 | New Buy | |
| NORTH STAR ASSET MANAGEMENT INC | 0.01% | — | #4 | $260,375 | 4,680 | $0 | 0 | +4,680 | New Buy | |
| CARRET ASSET MANAGEMENT, LLC | 0.02% | — | #3 | $250,576 | 4,504 | $0 | 0 | +4,504 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.06% | — | #2 | $240,235 | 4,318 | $0 | 0 | +4,318 | New Buy | |
| Capital Advisor Network LLC | 0.1% | — | #1 | $76,944 | 1,383 | $0 | 0 | +1,383 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #5 | $53,004 | 953 | $0 | 0 | +953 | New Buy |
