| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners LLC | <0.01% | — | #5 | $231,240 | 6,000 | $0 | 0 | +6,000 | New Buy | |
| LANARK FINANCIAL, INC. | 0.01% | 0.01% | #2 | $180,337 | 4,679 | $163,369 | 4,679 | 00.00% | Unchanged | |
| 10Elms LLP | 0.03% | 0.02% | #1 | $61,047 | 1,584 | $26,011 | 745 | +839+112.62% | Add | |
| Capital Advisors, Ltd. LLC | 0.01% | <0.01% | #3 | $50,950 | 1,322 | $41,000 | 1,177 | +145+12.32% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #7 | $36,650 | 951 | $22,447 | 643 | +308+47.90% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #6 | $12,680 | 329 | $349 | 10 | +319+3,190.00% | Add | |
| Hughes Financial Services, LLC | <0.01% | <0.01% | #4 | $8,941 | 232 | $8,100 | 232 | 00.00% | Unchanged |
