| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Turner Financial Group, Inc. | 5.26% | — | #1 | $5.3M | 145,473 | $0 | 0 | +145,473 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #4 | $2.8M | 77,068 | $2.8M | 81,950 | -4,882-5.96% | Reduce | |
| IFP Advisors, Inc | 0.04% | 0.04% | #2 | $2.0M | 55,705 | $1.8M | 53,394 | +2,311+4.33% | Add | |
| MATHER GROUP, LLC. | 0.01% | 0.02% | #3 | $1.7M | 47,324 | $2.4M | 71,061 | -23,737-33.40% | Reduce | |
| GTS SECURITIES LLC | <0.01% | — | #5 | $219,349 | 6,039 | $0 | 0 | +6,039 | New Buy | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #6 | $6,901 | 190 | $6,498 | 190 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #7 | $1,998 | 55 | $39,365 | 1,151 | -1,096-95.22% | Reduce |
