| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| SMART Wealth LLC | 1.9% | 0.86% | #2 | $8.8M | 306,434 | $3.0M | 143,077 | +163,357+114.17% | Add | |
| Authentikos Wealth Advisory, LLC | 2.49% | 2.38% | #1 | $3.9M | 135,901 | $3.5M | 171,039 | -35,138-20.54% | Reduce | |
| Brookstone Capital Management | 0.04% | 0.01% | #3 | $3.6M | 125,059 | $862,098 | 41,791 | +83,268+199.25% | Add | |
| AE Wealth Management LLC | <0.01% | <0.01% | #4 | $343,812 | 11,978 | $354,024 | 17,162 | -5,184-30.21% | Reduce | |
| MORGAN STANLEY | <0.01% | — | #5 | $93,806 | 3,268 | $0 | 0 | +3,268 | New Buy |
