| 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% | — | #2 | $383,520 | 5,100 | $0 | 0 | +5,100 | New Buy | |
| ADIRONDACK TRUST CO | 0.06% | 0.06% | #1 | $201,987 | 2,686 | $183,948 | 2,741 | -55-2.01% | Reduce | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #3 | $5,351 | 71 | $4,704 | 70 | +1+1.43% | Add |
