| 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. | 0.01% | — | #2 | $37,823 | 2,684 | $0 | 0 | +2,684 | New Buy | |
| Capital Advisor Network LLC | 0.04% | — | #1 | $33,929 | 2,408 | $0 | 0 | +2,408 | New Buy | |
| Salomon & Ludwin, LLC | <0.01% | <0.01% | #3 | $4,452 | 318 | $10,225 | 318 | 00.00% | Unchanged |