| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Asset Management, LLC | 0.93% | — | #1 | $2.2M | 40,300 | $0 | 0 | +40,300 | New Buy | |
| MOODY LYNN LIEBERSON & WALKER, LLC | 0.02% | 0.02% | #3 | $443,219 | 8,076 | $376,591 | 8,076 | 00.00% | Unchanged | |
| Vermillion Wealth Management, Inc. | 0.05% | — | #2 | $205,503 | 3,744 | $0 | 0 | +3,744 | New Buy | |
| Westside Investment Management, Inc. | 0.01% | 0.01% | #4 | $97,298 | 1,772 | $60,919 | 1,292 | +480+37.15% | Add | |
| Financial Gravity Companies, Inc. | 0.01% | — | #5 | $64,506 | 1,175 | $0 | 0 | +1,175 | New Buy |
