| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ascentis Wealth Management, LLC | <0.01% | <0.01% | #1 | $3 | 15,000 | $3 | 15,000 | 00.00% | Unchanged | |
| Weitzel Financial Services, Inc. | <0.01% | — | #2 | $2 | 20,000 | $0 | 0 | +20,000 | New Buy | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #3 | $1 | 10,000 | $0 | 0 | +10,000 | New Buy |
