| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #3 | $8.9M | 170,789 | $13.5M | 253,801 | -83,012-32.71% | Reduce | |
| VIAWEALTH, LLC | 0.25% | 0.31% | #1 | $502,341 | 9,609 | $554,465 | 10,677 | -1,068-10.00% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $250,421 | 4,790 | $24,407 | 470 | +4,320+919.15% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #2 | $67,965 | 1,300 | $67,509 | 1,300 | 00.00% | Unchanged | |
| Geneos Wealth Management Inc. | <0.01% | <0.01% | #4 | $20,912 | 400 | $20,772 | 400 | 00.00% | Unchanged |
