| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Lepercq De Neuflize Asset Management LLC | 0.62% | 0.66% | #1 | $978,910 | 57,330 | $904,381 | 57,330 | 00.00% | Unchanged | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #3 | $265,714 | 15,911 | $257,959 | 16,275 | -364-2.24% | Reduce | |
| FLAGSHIP WEALTH ADVISORS, LLC | 0.01% | — | #2 | $34,150 | 2,000 | $0 | 0 | +2,000 | New Buy |
