| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 0.17% | 0.16% | #1 | $1.1M | 63,179 | $1.1M | 58,556 | +4,623+7.90% | Add | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | <0.01% | — | #3 | $235,312 | 12,586 | $0 | 0 | +12,586 | New Buy | |
| Synergy Asset Management, LLC | 0.02% | 0.02% | #2 | $218,171 | 11,642 | $172,074 | 10,023 | +1,619+16.15% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | <0.01% | #4 | $18,777 | 1,002 | $17,202 | 1,002 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $9,370 | 500 | $8,584 | 500 | 00.00% | Unchanged | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #6 | $31 | 2 | $24 | 1 | +1+100.00% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #7 | $19 | 1 | $23 | 1 | 00.00% | Unchanged |
