| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 0.09% | 0.03% | #1 | $1.7M | 27,641 | $1.5M | 27,641 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.02% | 0.02% | #3 | $76,161 | 1,238 | $65,000 | 1,237 | +1+0.08% | Add | |
| RICHARDSON FINANCIAL SERVICES INC. | 0.04% | 0.04% | #2 | $69,352 | 1,127 | $62,367 | 1,184 | -57-4.81% | Reduce | |
| Game Plan Financial Advisors, LLC | 0.01% | — | #4 | $17,036 | 277 | $0 | 0 | +277 | New Buy |
