| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Keebeck Wealth Management | 0.01% | 0.01% | #1 | $56,109 | 10,811 | $102,720 | 400,000 | -389,189-97.30% | Reduce | |
| Tower Research Capital LLC (TRC) | <0.01% | <0.01% | #2 | $5,242 | 1,010 | $1,072 | 4,175 | -3,165-75.81% | Reduce | |
| MORGAN STANLEY | <0.01% | — | #4 | $4,059 | 782 | $0 | 0 | +782 | New Buy | |
| VANGUARD CAPITAL MANAGEMENT LLC | <0.01% | <0.01% | #7 | $1,635 | 315 | $2,992 | 11,642 | -11,327-97.29% | Reduce | |
| Crewe Advisors LLC | <0.01% | <0.01% | #3 | $6 | 1 | $2 | 4 | -3-75.00% | Reduce | |
| Blue Trust, Inc. | <0.01% | — | #6 | $5 | 1 | $0 | 0 | +1 | New Buy | |
| SBI Securities Co., Ltd. | <0.01% | <0.01% | #5 | $5 | 1 | $13 | 50 | -49-98.00% | Reduce |
