| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 0.01% | — | #1 | $206,000 | 3,699 | $0 | 0 | +3,699 | New Buy | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #2 | $4,481 | 81 | $0 | 0 | +81 | New Buy |
