| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | 0.23% | 0.25% | #1 | $408,746 | 6,538 | $400,378 | 6,538 | 00.00% | Unchanged | |
| Arvest Bank Trust Division | 0.01% | 0.01% | #3 | $266,942 | 4,269 | $261,477 | 4,269 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | 0.04% | — | #2 | $221,044 | 3,536 | $0 | 0 | +3,536 | New Buy | |
| Coston, McIsaac & Partners | <0.01% | <0.01% | #4 | $12,381 | 198 | $12,000 | 196 | +2+1.02% | Add | |
| Westside Investment Management, Inc. | <0.01% | <0.01% | #5 | $2,365 | 37 | $2,322 | 37 | 00.00% | Unchanged |
