| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Trust Co | <0.01% | <0.01% | #4 | $10,934 | 45,790 | $12,546 | 45,790 | 00.00% | Unchanged | |
| Williams Jones Wealth Management, LLC. | <0.01% | <0.01% | #5 | $10,746 | 45,001 | $12,330 | 45,001 | 00.00% | Unchanged | |
| Next Capital Management LLC | <0.01% | <0.01% | #2 | $5,970 | 25,000 | $6,850 | 25,000 | 00.00% | Unchanged | |
| HORIZON FINANCIAL SERVICES, LLC | <0.01% | <0.01% | #1 | $4,346 | 18,200 | $4,987 | 18,200 | 00.00% | Unchanged | |
| Ancora Advisors LLC | <0.01% | <0.01% | #6 | $2,266 | 9,488 | $2,600 | 9,488 | 00.00% | Unchanged | |
| CAZ INVESTMENTS LP | <0.01% | <0.01% | #3 | $955 | 4,000 | $1,096 | 4,000 | 00.00% | Unchanged |