| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ancora Advisors LLC | 0.06% | — | #2 | $3.1M | 217,870 | $0 | 0 | +217,870 | New Buy | |
| FIRST AMERICAN TRUST, FSB | 0.08% | 0.1% | #1 | $1.3M | 92,713 | $1.5M | 106,270 | -13,557-12.76% | Reduce | |
| MOODY LYNN LIEBERSON & WALKER, LLC | 0.02% | 0.03% | #4 | $466,948 | 32,370 | $460,834 | 32,370 | 00.00% | Unchanged | |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 0.03% | — | #3 | $251,867 | 17,460 | $0 | 0 | +17,460 | New Buy | |
| Ascentis Independent Advisors | 0.02% | 0.01% | #5 | $159,235 | 11,185 | $159,235 | 11,185 | 00.00% | Unchanged | |
| Monument Group Wealth Advisors, LLC | <0.01% | 0.09% | #6 | $9,688 | 692 | $167,403 | 11,758 | -11,066-94.11% | Reduce |