| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.04% | — | #1 | $668,371 | 16,850 | $0 | 0 | +16,850 | New Buy | |
| CARRET ASSET MANAGEMENT, LLC | 0.02% | 0.02% | #2 | $264,431 | 6,851 | $228,123 | 6,851 | 00.00% | Unchanged | |
| NEVILLE RODIE & SHAW INC | 0.01% | <0.01% | #3 | $203,000 | 5,250 | $212 | 6,364 | -1,114-17.50% | Reduce |
