| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 0.06% | 0.07% | #2 | $1.4M | 34,915 | $1.3M | 34,915 | 00.00% | Unchanged | |
| Ethos Financial Group, LLC | 0.06% | 0.06% | #1 | $871,240 | 21,830 | $795,261 | 21,517 | +313+1.45% | Add | |
| Coston, McIsaac & Partners | 0.06% | 0.06% | #3 | $273,951 | 6,675 | $246,000 | 6,674 | +1+0.01% | Add | |
| NEVILLE RODIE & SHAW INC | 0.02% | 0.02% | #5 | $241,000 | 5,868 | $222,000 | 6,004 | -136-2.27% | Reduce | |
| Financial Gravity Companies, Inc. | 0.03% | — | #4 | $205,213 | 5,000 | $0 | 0 | +5,000 | New Buy |
