| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KERR FINANCIAL PLANNING Corp | 0.16% | 0.16% | #1 | $141,250 | 5,000 | $127,800 | 5,000 | 00.00% | Unchanged | |
| Comprehensive Financial Planning, Inc./PA | 0.03% | 0.03% | #2 | $51,739 | 1,878 | $46,011 | 1,878 | 00.00% | Unchanged |
