| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST AMERICAN TRUST, FSB | 0.02% | 0.02% | #1 | $364,672 | 18,661 | $366,125 | 18,539 | +122+0.66% | Add | |
| Financial Gravity Companies, Inc. | 0.01% | — | #2 | $43,542 | 2,228 | $0 | 0 | +2,228 | New Buy |
