| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CALTON & ASSOCIATES, INC. | 3.84% | 4.19% | #2 | $26.2M | 859,824 | $29.2M | 1.0M | -179,965-17.31% | Reduce | |
| Mosley Wealth Management | 6.46% | 0.49% | #1 | $20.3M | 665,829 | $1.1M | 37,950 | +627,879+1,654.49% | Add |
