| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.34% | 0.33% | #2 | $1.7M | 33,731 | $1.4M | 32,753 | +978+2.99% | Add | |
| Vermillion Wealth Management, Inc. | 0.32% | — | #3 | $1.4M | 27,737 | $0 | 0 | +27,737 | New Buy | |
| Westside Investment Management, Inc. | 0.03% | 0.03% | #4 | $223,573 | 4,522 | $198,249 | 4,522 | 00.00% | Unchanged | |
| Transce3nd, LLC | 0.58% | 0.51% | #1 | $65,987 | 1,327 | $57,994 | 1,333 | -6-0.45% | Reduce |
