| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #3 | $337,114 | 7,963 | $297,219 | 7,963 | 00.00% | Unchanged | |
| Cyr Financial Inc. | 0.14% | 0.13% | #1 | $263,693 | 6,249 | $226,683 | 6,115 | +134+2.19% | Add | |
| Integrated Wealth Concepts LLC | <0.01% | — | #4 | $34,096 | 808 | $0 | 0 | +808 | New Buy | |
| 10Elms LLP | <0.01% | — | #2 | $2,279 | 54 | $0 | 0 | +54 | New Buy | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #5 | $971 | 23 | $448 | 12 | +11+91.67% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #6 | $61 | 1 | $52 | 1 | 00.00% | Unchanged |
