| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 0.22% | 0.3% | #1 | $6.9M | 215,434 | $8.2M | 295,518 | -80,084-27.10% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #5 | $1.4M | 44,156 | $0 | 0 | +44,156 | New Buy | |
| GTS SECURITIES LLC | 0.02% | 0.02% | #2 | $885,883 | 27,768 | $513,749 | 18,567 | +9,201+49.56% | Add | |
| HARBOUR INVESTMENTS, INC. | <0.01% | — | #4 | $30,308 | 950 | $0 | 0 | +950 | New Buy | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | <0.01% | <0.01% | #3 | $15,860 | 500 | $13,960 | 500 | 00.00% | Unchanged |
