| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 1.09% | 0.95% | #2 | $7.7M | 112,811 | $3.7M | 62,987 | +49,824+79.10% | Add | |
| Keystone Financial Group | 0.13% | 0.16% | #3 | $2.2M | 32,871 | $2.4M | 36,823 | -3,952-10.73% | Reduce | |
| NBT BANK, N.A. | 0.05% | — | #4 | $747,582 | 10,965 | $0 | 0 | +10,965 | New Buy | |
| Transce3nd, LLC | 1.1% | 0.95% | #1 | $124,201 | 1,809 | $107,477 | 1,809 | 00.00% | Unchanged | |
| Estabrook Capital Management | 0.01% | 0.01% | #5 | $90,475 | 1,327 | $78,408 | 1,320 | +7+0.53% | Add |
