| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #2 | $3.0M | 122,354 | $2.5M | 122,354 | 00.00% | Unchanged | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #3 | $420,000 | 17,179 | $148,000 | 7,278 | +9,901+136.04% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #4 | $141,760 | 5,800 | $375,228 | 18,400 | -12,600-68.48% | Reduce | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | <0.01% | — | #1 | $31,774 | 1,300 | $0 | 0 | +1,300 | New Buy |
