| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Horizon Family Wealth, Inc. | 1.74% | 1.93% | #1 | $3.8M | 105,013 | $3.7M | 105,576 | -563-0.53% | Reduce | |
| Kingsview Wealth Management, LLC | 0.02% | 0.01% | #2 | $952,880 | 27,539 | $952,880 | 27,539 | 00.00% | Unchanged | |
| Ascentis Independent Advisors | 0.01% | <0.01% | #3 | $60,551 | 1,750 | $60,551 | 1,750 | 00.00% | Unchanged | |
| Coppell Advisory Solutions LLC | <0.01% | — | #4 | $11,320 | 29,345 | $0 | 0 | +29,345 | New Buy |
