| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.2% | 0.19% | #1 | $948,366 | 11,603 | $816,000 | 11,603 | 00.00% | Unchanged | |
| Westside Investment Management, Inc. | 0.04% | 0.04% | #2 | $302,223 | 3,697 | $282,736 | 3,971 | -274-6.90% | Reduce | |
| Vermillion Wealth Management, Inc. | 0.03% | — | #3 | $109,833 | 1,344 | $0 | 0 | +1,344 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #4 | $38,238 | 468 | $0 | 0 | +468 | New Buy |
