| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 0.22% | 0.23% | #1 | $4.7M | 86,004 | $4.3M | 86,022 | -18-0.02% | Reduce | |
| Williams Jones Wealth Management, LLC. | 0.01% | 0.01% | #5 | $458,832 | 8,444 | $421,004 | 8,444 | 00.00% | Unchanged | |
| FIRST MERCHANTS CORP | 0.02% | 0.02% | #3 | $447,794 | 8,981 | $447,794 | 8,981 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #7 | $345,263 | 6,354 | $0 | 0 | +6,354 | New Buy | |
| KELLEHER FINANCIAL ADVISORS | 0.03% | 0.02% | #2 | $196,433 | 3,615 | $89,625 | 1,798 | +1,817+101.06% | Add | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #4 | $46,511 | 856 | $0 | 0 | +856 | New Buy | |
| NBT BANK, N.A. | <0.01% | — | #6 | $36,899 | 679 | $0 | 0 | +679 | New Buy |
