| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 0.32% | 0.77% | #1 | $2.3M | 119,105 | $2.6M | 131,395 | -12,290-9.35% | Reduce | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #2 | $268,803 | 14,103 | $278,388 | 14,269 | -166-1.16% | Reduce |
