| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #3 | $822,970 | 32,959 | $681,019 | 32,325 | +634+1.96% | Add | |
| GTS SECURITIES LLC | 0.01% | 0.01% | #1 | $576,534 | 23,090 | $365,530 | 17,350 | +5,740+33.08% | Add | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #6 | $438,061 | 17,544 | $344,731 | 16,363 | +1,181+7.22% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #4 | $67,830 | 2,717 | $57,231 | 2,716 | +1+0.04% | Add | |
| Manchester Capital Management LLC | <0.01% | <0.01% | #2 | $14,982 | 600 | $12,641 | 600 | 00.00% | Unchanged | |
| Global Retirement Partners, LLC | <0.01% | — | #5 | $3,750 | 150 | $0 | 0 | +150 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #7 | $33 | 1 | $0 | 0 | +1 | New Buy |
