| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | 0.07% | 0.07% | #2 | $1.2M | 13,569 | $1.1M | 13,569 | 00.00% | Unchanged | |
| GREAT LAKES ADVISORS, LLC | <0.01% | <0.01% | #3 | $621,550 | 6,864 | $474,039 | 6,864 | 00.00% | Unchanged | |
| Transce3nd, LLC | 0.2% | 0.16% | #1 | $22,924 | 261 | $18,025 | 261 | 00.00% | Unchanged | |
| KELLEHER FINANCIAL ADVISORS | <0.01% | <0.01% | #4 | $22,546 | 249 | $8,598 | 124 | +125+100.81% | Add |