| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 0.05% | <0.01% | #1 | $771,000 | 14,367 | $673 | 13,851 | +516+3.73% | Add | |
| Ethos Financial Group, LLC | 0.02% | — | #2 | $258,090 | 5,136 | $0 | 0 | +5,136 | New Buy |
