| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| VestGen Advisors, LLC | 0.25% | 0.22% | #2 | $8.4M | 352,357 | $8.1M | 337,417 | +14,940+4.43% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #3 | $2.8M | 118,302 | $2.6M | 108,725 | +9,577+8.81% | Add | |
| Independent Wealth Network Inc. | 0.59% | — | #1 | $2.3M | 97,115 | $0 | 0 | +97,115 | New Buy | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | <0.01% | #4 | $236,181 | 9,880 | $326,364 | 13,610 | -3,730-27.41% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $123,368 | 5,150 | $3,590 | 150 | +5,000+3,333.33% | Add | |
| Steward Partners Investment Advisory, LLC | <0.01% | <0.01% | #6 | $23,955 | 1,000 | $23,930 | 1,000 | 00.00% | Unchanged |
