| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Trust Co | 0.03% | 0.03% | #1 | $1.7M | 54,389 | $1.6M | 54,389 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.02% | 0.02% | #2 | $73,935 | 2,372 | $70,000 | 2,345 | +27+1.15% | Add | |
| NBT BANK, N.A. | <0.01% | — | #3 | $34,108 | 1,094 | $0 | 0 | +1,094 | New Buy |