| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | <0.01% | <0.01% | #2 | $132,508 | 38,297 | $143,997 | 38,297 | 00.00% | Unchanged | |
| Wealth Architects, LLC | 0.01% | 0.01% | #1 | $64,363 | 18,602 | $69,947 | 18,603 | -1-0.01% | Reduce | |
| EverSource Wealth Advisors, LLC | <0.01% | <0.01% | #4 | $31 | 9 | $41 | 11 | -2-18.18% | Reduce | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #3 | $26 | 7 | $26 | 7 | 00.00% | Unchanged |
