| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CFG Wealth Management Services, Inc. | 0.19% | 0.19% | #1 | $204,156 | 200,000 | $204,156 | 200,000 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.02% | — | #2 | $64,650 | 64,000 | $0 | 0 | +64,000 | New Buy |