| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NBT BANK, N.A. | 0.03% | — | #2 | $458,368 | 6,095 | $0 | 0 | +6,095 | New Buy | |
| Keystone Financial Group | 0.01% | 0.02% | #4 | $247,384 | 3,289 | $236,463 | 3,289 | 00.00% | Unchanged | |
| KELLEHER FINANCIAL ADVISORS | 0.03% | 0.02% | #3 | $180,714 | 2,403 | $79,953 | 1,201 | +1,202+100.08% | Add | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #6 | $53,423 | 713 | $25,150 | 378 | +335+88.62% | Add | |
| Estabrook Capital Management | <0.01% | <0.01% | #5 | $29,934 | 398 | $26,487 | 398 | 00.00% | Unchanged | |
| Transce3nd, LLC | 0.11% | 0.1% | #1 | $12,269 | 163 | $10,880 | 163 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | <0.01% | — | #7 | $11,883 | 158 | $0 | 0 | +158 | New Buy |
