| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Transce3nd, LLC | 1.88% | 2.08% | #1 | $212,462 | 20,370 | $234,743 | 22,376 | -2,006-8.96% | Reduce | |
| NEVILLE RODIE & SHAW INC | 0.01% | 0.01% | #2 | $203,000 | 19,488 | $204,000 | 19,488 | 00.00% | Unchanged | |
| MOODY LYNN LIEBERSON & WALKER, LLC | 0.01% | 0.01% | #3 | $156,310 | 15,001 | $157,360 | 15,001 | 00.00% | Unchanged |