| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | 1.12% | 6.96% | #1 | $5.9M | 255,580 | $93.1M | 4.2M | -3.9M-93.87% | Reduce | |
| ALONGSIDE, LLC | 1.12% | — | #2 | $5.9M | 255,580 | $0 | 0 | +255,580 | New Buy | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | — | #3 | $1.0M | 44,369 | $0 | 0 | +44,369 | New Buy | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #4 | $223,237 | 9,677 | $371,000 | 16,976 | -7,299-43.00% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | — | #5 | $24,162 | 1,047 | $0 | 0 | +1,047 | New Buy |
