| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.28% | 0.3% | #1 | $1.4M | 62,398 | $1.3M | 62,073 | +325+0.52% | Add | |
| GREAT LAKES ADVISORS, LLC | <0.01% | <0.01% | #6 | $278,192 | 12,674 | $263,871 | 12,674 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.05% | — | #3 | $211,503 | 9,636 | $0 | 0 | +9,636 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #4 | $79,753 | 3,633 | $0 | 0 | +3,633 | New Buy | |
| Westside Investment Management, Inc. | 0.01% | 0.01% | #5 | $76,208 | 3,471 | $72,875 | 3,471 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | — | #7 | $15,079 | 687 | $0 | 0 | +687 | New Buy | |
| Transce3nd, LLC | 0.09% | 0.08% | #2 | $10,196 | 461 | $9,495 | 456 | +5+1.10% | Add |
