| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Transce3nd, LLC | 2.13% | 2.24% | #1 | $240,369 | 18,927 | $252,769 | 20,907 | -1,980-9.47% | Reduce | |
| Wealthspire Advisors, LLC | <0.01% | — | #2 | $131,393 | 10,420 | $0 | 0 | +10,420 | New Buy |