| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JIM SAULNIER & ASSOCIATES, LLC | 0.4% | 0.36% | #1 | $1.0M | 37,411 | $732,818 | 27,749 | +9,662+34.82% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | — | #3 | $761,366 | 28,441 | $0 | 0 | +28,441 | New Buy | |
| SMITH, MOORE & CO. | 0.01% | — | #2 | $213,277 | 7,967 | $0 | 0 | +7,967 | New Buy |