| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.06% | 0.06% | #1 | $274,355 | 8,322 | $264,000 | 8,288 | +34+0.41% | Add | |
| NBT BANK, N.A. | <0.01% | — | #3 | $12,492 | 381 | $0 | 0 | +381 | New Buy | |
| Transce3nd, LLC | 0.05% | 0.05% | #2 | $6,066 | 183 | $5,744 | 180 | +3+1.67% | Add |