| 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 | 0.01% | 0.01% | #2 | $111,208 | 12,827 | $111,779 | 12,688 | +139+1.10% | Add | |
| Westside Investment Management, Inc. | 0.01% | 0.02% | #1 | $103,511 | 11,749 | $103,746 | 11,749 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #3 | $3,313 | 376 | $0 | 0 | +376 | New Buy | |
| Oakworth Capital, Inc. | <0.01% | — | #4 | $1,653 | 190 | $0 | 0 | +190 | New Buy |
