| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 0.5% | 0.52% | #1 | $1.6M | 23,481 | $1.4M | 23,586 | -105-0.45% | Reduce | |
| Colorado Capital Management, Inc. | 0.38% | 0.37% | #2 | $1.1M | 16,101 | $994,000 | 16,736 | -635-3.79% | Reduce | |
| Hurley Capital, LLC | 0.05% | 0.04% | #3 | $87,952 | 1,272 | $75,247 | 1,267 | +5+0.39% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #5 | $82,880 | 1,199 | $78,262 | 1,200 | -1-0.08% | Reduce | |
| Coston, McIsaac & Partners | <0.01% | <0.01% | #4 | $16,313 | 236 | $14,000 | 236 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | — | #6 | $2,074 | 30 | $0 | 0 | +30 | New Buy |
