| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1.79% | 1.62% | #1 | $29.6M | 975,994 | $28.9M | 975,994 | 00.00% | Unchanged | |
| RFG Advisory, LLC | 0.07% | 0.15% | #2 | $4.3M | 142,199 | $7.9M | 267,718 | -125,519-46.88% | Reduce | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.01% | — | #3 | $595,355 | 19,599 | $0 | 0 | +19,599 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #4 | $123,087 | 4,052 | $0 | 0 | +4,052 | New Buy |
