| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.07% | — | #2 | $1.0M | 416,440 | $0 | 0 | +416,440 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.09% | — | #1 | $387,026 | 153,582 | $0 | 0 | +153,582 | New Buy | |
| Coston, McIsaac & Partners | 0.01% | 0.01% | #3 | $63,983 | 25,390 | $62,000 | 25,042 | +348+1.39% | Add | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #6 | $27,168 | 10,824 | $26,673 | 10,627 | +197+1.85% | Add | |
| Financial Gravity Companies, Inc. | <0.01% | — | #4 | $13,099 | 5,198 | $0 | 0 | +5,198 | New Buy | |
| KELLEHER FINANCIAL ADVISORS | <0.01% | <0.01% | #5 | $12,239 | 4,857 | $6,012 | 2,395 | +2,462+102.80% | Add |
