| 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. | 0.08% | — | #1 | $520,445 | 10,453 | $0 | 0 | +10,453 | New Buy | |
| Coston, McIsaac & Partners | 0.03% | 0.03% | #2 | $155,816 | 3,120 | $144,000 | 3,097 | +23+0.74% | Add | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #4 | $99,785 | 1,992 | $91,940 | 1,977 | +15+0.76% | Add | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #3 | $56,338 | 1,132 | $0 | 0 | +1,132 | New Buy |
