| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 0.01% | 0.01% | #2 | $851,241 | 11,403 | $741,201 | 11,403 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #3 | $394,948 | 5,291 | $0 | 0 | +5,291 | New Buy | |
| Peak Retirement Planning, Inc. | 0.04% | 0.04% | #1 | $248,498 | 3,329 | $216,375 | 3,329 | 00.00% | Unchanged |