| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 0.05% | — | #1 | $2.5M | 103,789 | $0 | 0 | +103,789 | New Buy | |
| FIFTH THIRD BANCORP | <0.01% | <0.01% | #3 | $330,536 | 13,740 | $591,186 | 25,007 | -11,267-45.06% | Reduce | |
| Brookwood Investment Group LLC | 0.04% | 0.05% | #2 | $310,897 | 12,924 | $440,869 | 18,649 | -5,725-30.70% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #5 | $232,000 | 9,639 | $634,000 | 26,810 | -17,171-64.05% | Reduce | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #4 | $4,868 | 202 | $26,748 | 1,145 | -943-82.36% | Reduce |
