| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| EFG International AG | <0.01% | <0.01% | #2 | $38,529 | 1,985 | $32,644 | 1,985 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #6 | $18,294 | 943 | $13,468 | 760 | +183+24.08% | Add | |
| Capital Analysts, LLC | <0.01% | — | #3 | $13,619 | 702 | $0 | 0 | +702 | New Buy | |
| Gould Capital, LLC | 0.01% | <0.01% | #1 | $9,694 | 500 | $8,223 | 500 | 00.00% | Unchanged | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | <0.01% | <0.01% | #4 | $1,532 | 79 | $1,300 | 79 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #7 | $627 | 32 | $530 | 32 | 00.00% | Unchanged | |
| ROYAL BANK OF CANADA | <0.01% | — | #8 | $570 | 30 | $0 | 0 | +30 | New Buy | |
| MCDONALD PARTNERS LLC | <0.01% | — | #5 | $407 | 21 | $0 | 0 | +21 | New Buy |
