| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Tradewinds, LLC. | 7.61% | 0.29% | #1 | $44.2M | 24,167 | $897,716 | 550 | +23,617+4,294.00% | Add | |
| Siena Capital Partners GP, LLC | 0.39% | 0.37% | #2 | $1.6M | 876 | $1.4M | 876 | 00.00% | Unchanged | |
| Diversified Trust Co | <0.01% | <0.01% | #4 | $242,350 | 131 | $216,150 | 131 | 00.00% | Unchanged | |
| Byrne Asset Management LLC | 0.01% | 0.01% | #3 | $14,800 | 8 | $13,200 | 8 | 00.00% | Unchanged | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | <0.01% | <0.01% | #5 | $9,155 | 5 | $8,000 | 5 | 00.00% | Unchanged |
