| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 0.01% | — | #1 | $37,741 | 1,496 | $0 | 0 | +1,496 | New Buy | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $9,861 | 391 | $9,841 | 391 | 00.00% | Unchanged | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #2 | $1,182 | 47 | $1,182 | 47 | 00.00% | Unchanged |