| 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. | 0.02% | 0.01% | #1 | $404,715 | 7,771 | $361,147 | 7,771 | 00.00% | Unchanged | |
| McMillan Office, Inc. | <0.01% | <0.01% | #3 | $31,196 | 599 | $27,852 | 599 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #2 | $23,948 | 460 | $0 | 0 | +460 | New Buy |
