| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 0.22% | 0.22% | #1 | $513,135 | 82,102 | $513,135 | 82,102 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #2 | $87,670 | 13,872 | $0 | 0 | +13,872 | New Buy |
