| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | <0.01% | <0.01% | #3 | $250,008 | 15,528 | $216,466 | 15,528 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.02% | — | #1 | $79,674 | 4,949 | $0 | 0 | +4,949 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #2 | $58,710 | 3,647 | $0 | 0 | +3,647 | New Buy |
