| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0.09% | 0.08% | #1 | $6.0M | 226,086 | $5.1M | 202,935 | +23,151+11.41% | Add | |
| MORGAN STANLEY | <0.01% | — | #3 | $50,084 | 1,900 | $0 | 0 | +1,900 | New Buy | |
| Strategic Wealth Partners, Ltd. | <0.01% | — | #2 | $30,867 | 1,171 | $0 | 0 | +1,171 | New Buy | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #4 | $18 | 1 | $20 | 1 | 00.00% | Unchanged |
