| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Marshall Financial Group, LLC | 1.98% | — | #1 | $13.6M | 535,895 | $0 | 0 | +535,895 | New Buy | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.07% | — | #4 | $12.2M | 487,000 | $0 | 0 | +487,000 | New Buy | |
| Triad Wealth Partners, LLC | 0.11% | — | #3 | $1.8M | 71,080 | $0 | 0 | +71,080 | New Buy | |
| Ankerstar Wealth, LLC | 0.37% | — | #2 | $441,261 | 17,390 | $0 | 0 | +17,390 | New Buy | |
| Clear Creek Financial Management, LLC | 0.02% | — | #5 | $326,968 | 12,924 | $0 | 0 | +12,924 | New Buy | |
| Capital Analysts, LLC | <0.01% | — | #6 | $109,902 | 4,344 | $0 | 0 | +4,344 | New Buy |
