| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Maridea Wealth Management LLC | 2.29% | — | #2 | $21.2M | 833,977 | $0 | 0 | +833,977 | New Buy | |
| Reyes Financial Architecture, Inc. | 4.65% | — | #1 | $8.3M | 327,527 | $0 | 0 | +327,527 | New Buy | |
| Ausdal Financial Partners, Inc. | 0.06% | — | #3 | $1.6M | 61,994 | $0 | 0 | +61,994 | New Buy | |
| Atria Investments, Inc | 0.01% | — | #5 | $1.3M | 50,164 | $0 | 0 | +50,164 | New Buy | |
| GTS SECURITIES LLC | 0.01% | — | #4 | $640,162 | 25,238 | $0 | 0 | +25,238 | New Buy | |
| UBS Group AG | <0.01% | — | #6 | $330 | 13 | $0 | 0 | +13 | New Buy |
