| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | 0.22% | 0.24% | #2 | $4.0M | 48,519 | $3.8M | 48,436 | +83+0.17% | Add | |
| KELLEHER FINANCIAL ADVISORS | 0.17% | 0.18% | #3 | $1.2M | 15,091 | $714,674 | 10,176 | +4,915+48.30% | Add | |
| GREAT LAKES ADVISORS, LLC | <0.01% | <0.01% | #5 | $472,703 | 5,796 | $407,037 | 5,796 | 00.00% | Unchanged | |
| NBT BANK, N.A. | 0.03% | — | #4 | $387,070 | 4,746 | $0 | 0 | +4,746 | New Buy | |
| Transce3nd, LLC | 0.99% | 0.96% | #1 | $111,855 | 1,377 | $107,916 | 1,536 | -159-10.35% | Reduce |
