| 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 | 0.06% | 0.06% | #1 | $962,041 | 22,765 | $885,972 | 20,681 | +2,084+10.08% | Add | |
| Bay Harbor Wealth Management, LLC | 0.03% | 0.03% | #2 | $118,573 | 2,806 | $118,248 | 2,760 | +46+1.67% | Add |
