| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | <0.01% | — | #1 | $8,226 | 600 | $0 | 0 | +600 | New Buy | |
| UBS Group AG | <0.01% | — | #2 | $2,811 | 205 | $0 | 0 | +205 | New Buy | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #3 | $178 | 13 | $0 | 0 | +13 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #4 | $27 | 2 | $0 | 0 | +2 | New Buy |
