| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Oakworth Capital, Inc. | <0.01% | — | #1 | $5,983 | 152 | $0 | 0 | +152 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $1,128 | 28 | $0 | 0 | +28 | New Buy |