| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.03% | 0.03% | #1 | $132,782 | 2,820 | $111,000 | 2,597 | +223+8.59% | Add | |
| Vermillion Wealth Management, Inc. | 0.02% | — | #2 | $65,321 | 1,387 | $0 | 0 | +1,387 | New Buy | |
| NBT BANK, N.A. | <0.01% | — | #3 | $58,987 | 1,253 | $0 | 0 | +1,253 | New Buy |