| 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. | <0.01% | — | #1 | $11,026 | 128 | $0 | 0 | +128 | New Buy | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #2 | $2,498 | 29 | $4,909 | 29 | 00.00% | Unchanged |
