| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 0.01% | 0.01% | #3 | $1.9M | 70,268 | $1.5M | 71,933 | -1,665-2.31% | Reduce | |
| Atria Investments, Inc | 0.02% | 0.02% | #2 | $1.7M | 60,018 | $1.5M | 70,095 | -10,077-14.38% | Reduce | |
| GTS SECURITIES LLC | 0.01% | — | #4 | $260,756 | 9,399 | $0 | 0 | +9,399 | New Buy | |
| KKM Financial LLC | 0.03% | — | #1 | $231,656 | 8,350 | $0 | 0 | +8,350 | New Buy |