| 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% | — | #3 | $1.7M | 62,919 | $0 | 0 | +62,919 | New Buy | |
| Westside Investment Management, Inc. | 0.12% | 0.13% | #1 | $876,840 | 32,083 | $858,552 | 32,083 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.05% | 0.05% | #2 | $221,648 | 8,110 | $219,000 | 8,211 | -101-1.23% | Reduce | |
| Financial Gravity Companies, Inc. | 0.02% | — | #4 | $140,642 | 5,146 | $0 | 0 | +5,146 | New Buy | |
| McMillan Office, Inc. | <0.01% | <0.01% | #5 | $39,135 | 1,432 | $38,204 | 1,432 | 00.00% | Unchanged |
