| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Asset Management, LLC | 5.88% | — | #1 | $13.9M | 229,345 | $0 | 0 | +229,345 | New Buy | |
| KELLEHER FINANCIAL ADVISORS | 0.85% | 0.71% | #2 | $6.0M | 98,224 | $2.8M | 51,292 | +46,932+91.50% | Add | |
| FIRST MERCHANTS CORP | 0.12% | 0.12% | #3 | $3.1M | 55,899 | $3.1M | 55,899 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.1% | 0.11% | #4 | $510,319 | 8,397 | $460,000 | 8,376 | +21+0.25% | Add | |
| Westside Investment Management, Inc. | 0.01% | 0.01% | #5 | $90,741 | 1,493 | $82,514 | 1,493 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | — | #6 | $43,402 | 714 | $0 | 0 | +714 | New Buy | |
| Transce3nd, LLC | <0.01% | <0.01% | #7 | $148 | 2 | $133 | 2 | 00.00% | Unchanged |
