| 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% | #2 | $1.6M | 49,867 | $1.4M | 49,867 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.13% | — | #1 | $546,647 | 17,288 | $0 | 0 | +17,288 | New Buy | |
| Coston, McIsaac & Partners | 0.02% | 0.02% | #3 | $78,585 | 2,484 | $72,000 | 2,484 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | — | #6 | $39,640 | 1,254 | $0 | 0 | +1,254 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #5 | $19,140 | 605 | $0 | 0 | +605 | New Buy | |
| Game Plan Financial Advisors, LLC | <0.01% | <0.01% | #4 | $9,600 | 300 | $1,768 | 61 | +239+391.80% | Add |
