| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | 0.07% | 0.07% | #1 | $786,045 | 6,600 | $656,082 | 6,600 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $15,775 | 132 | $0 | 0 | +132 | New Buy |
