| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Tandem Investment Advisors, Inc. | 1.37% | 1.6% | #1 | $20.4M | 174,860 | $26.6M | 229,630 | -54,770-23.85% | Reduce | |
| Opus Capital Group, LLC | 0.02% | — | #3 | $170,583 | 2,096 | $0 | 0 | +2,096 | New Buy | |
| Asset Planning,Inc | 0.04% | 0.05% | #2 | $65,158 | 558 | $64,600 | 558 | 00.00% | Unchanged | |
| HUNTINGTON NATIONAL BANK | <0.01% | <0.01% | #4 | $117 | 1 | $46 | 1 | 00.00% | Unchanged |
