| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 0.54% | 0.55% | #1 | $1.3M | 120,668 | $1.3M | 120,668 | 00.00% | Unchanged | |
| Wealthspire Advisors, LLC | <0.01% | — | #2 | $257,916 | 23,903 | $0 | 0 | +23,903 | New Buy |
