| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | <0.01% | <0.01% | #2 | $17,325 | 1,500 | $8,993 | 750 | +750+100.00% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | — | #3 | $9,240 | 800 | $0 | 0 | +800 | New Buy | |
| VSM Wealth Advisory, LLC | <0.01% | <0.01% | #1 | $7,734 | 670 | $8,029 | 670 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #4 | $4,990 | 432 | $564 | 47 | +385+819.15% | Add |
