| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 0.01% | — | #1 | $65,250 | 2,610 | $0 | 0 | +2,610 | New Buy | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #2 | $48,150 | 1,926 | $46,104 | 1,856 | +70+3.77% | Add |
