| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 0.14% | — | #1 | $842,744 | 62,565 | $0 | 0 | +62,565 | New Buy | |
| HANTZ FINANCIAL SERVICES, INC. | <0.01% | <0.01% | #5 | $112,635 | 8,362 | $113,000 | 8,343 | +19+0.23% | Add | |
| Your Advocates Ltd., LLP | 0.02% | — | #2 | $70,020 | 5,198 | $0 | 0 | +5,198 | New Buy | |
| VESTOR CAPITAL, LLC | <0.01% | 0.01% | #4 | $48,000 | 487 | $64,000 | 4,744 | -4,257-89.73% | Reduce | |
| Luminist Capital LLC | 0.01% | — | #3 | $4,802 | 356 | $0 | 0 | +356 | New Buy | |
| Main Street Group, LTD | <0.01% | <0.01% | #6 | $2,448 | 182 | $2,468 | 182 | 00.00% | Unchanged |
