| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| RMR Wealth Builders | 4.25% | 4.16% | #1 | $68.5M | 2.4M | $52.8M | 2.3M | +140,304+6.22% | Add | |
| CALTON & ASSOCIATES, INC. | 0.43% | 0.28% | #2 | $3.0M | 103,870 | $2.0M | 84,198 | +19,672+23.36% | Add |
