| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | <0.01% | <0.01% | #4 | $295,195 | 3,413 | $274,002 | 3,413 | 00.00% | Unchanged | |
| Ethos Financial Group, LLC | 0.02% | 0.02% | #2 | $253,661 | 2,896 | $244,519 | 3,045 | -149-4.89% | Reduce | |
| Coston, McIsaac & Partners | 0.03% | <0.01% | #1 | $152,052 | 1,758 | $11,000 | 137 | +1,621+1,183.21% | Add | |
| NBT BANK, N.A. | <0.01% | — | #3 | $57,920 | 670 | $0 | 0 | +670 | New Buy |
