| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Park Place Capital Corp | 1.04% | — | #1 | $6.9M | 116,206 | $0 | 0 | +116,206 | New Buy | |
| Ethos Financial Group, LLC | 0.04% | — | #2 | $656,028 | 10,772 | $0 | 0 | +10,772 | New Buy | |
| Wealthspire Advisors, LLC | <0.01% | — | #3 | $384,064 | 6,439 | $0 | 0 | +6,439 | New Buy |