| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Richard C. Young & CO., LTD. | 3.65% | 4.93% | #2 | $49.6M | 625,076 | $59.5M | 641,871 | -16,795-2.62% | Reduce | |
| LAM GROUP, INC. | 5.55% | 7.1% | #1 | $11.2M | 140,590 | $12.9M | 139,375 | +1,215+0.87% | Add | |
| HORIZON FINANCIAL SERVICES, LLC | 1.09% | — | #3 | $2.8M | 35,808 | $0 | 0 | +35,808 | New Buy |
