| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 1.4% | 1.27% | #1 | $9.9M | 112,267 | $5.0M | 67,910 | +44,357+65.32% | Add | |
| Keystone Financial Group | 0.3% | 0.32% | #3 | $5.3M | 60,732 | $5.0M | 60,732 | 00.00% | Unchanged | |
| NBT BANK, N.A. | 0.13% | — | #4 | $2.0M | 22,846 | $0 | 0 | +22,846 | New Buy | |
| FULTON BANK, N.A. | 0.03% | 0.01% | #5 | $555,305 | 6,329 | $466,347 | 6,329 | 00.00% | Unchanged | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 0.03% | — | #6 | $234,145 | 2,669 | $0 | 0 | +2,669 | New Buy | |
| Oakworth Capital, Inc. | 0.01% | <0.01% | #7 | $122,743 | 1,405 | $35,099 | 476 | +929+195.17% | Add | |
| Transce3nd, LLC | 0.54% | 0.46% | #2 | $61,000 | 699 | $51,471 | 698 | +1+0.14% | Add |
