| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 0.11% | 0.2% | #1 | $266,296 | 24,726 | $470,363 | 43,674 | -18,948-43.39% | Reduce | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $4,193 | 390 | $0 | 0 | +390 | New Buy |
