| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 0.11% | 0.12% | #1 | $2.9M | 36,077 | $2.6M | 35,759 | +318+0.89% | Add | |
| Diversified Trust Co | 0.01% | 0.01% | #5 | $596,130 | 7,488 | $545,879 | 7,488 | 00.00% | Unchanged | |
| NEVILLE RODIE & SHAW INC | 0.03% | 0.03% | #4 | $397,000 | 4,982 | $360,000 | 4,938 | +44+0.89% | Add | |
| KELLEHER FINANCIAL ADVISORS | 0.05% | 0.04% | #2 | $322,169 | 4,047 | $174,470 | 2,394 | +1,653+69.05% | Add | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 0.04% | 0.03% | #3 | $305,906 | 3,843 | $280,120 | 3,843 | 00.00% | Unchanged |
