| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2.44% | 2.49% | #1 | $5.7M | 212,624 | $5.9M | 220,221 | -7,597-3.45% | Reduce | |
| WORLD EQUITY GROUP, INC. | 0.88% | 0.95% | #3 | $3.9M | 147,129 | $3.7M | 136,778 | +10,351+7.57% | Add | |
| CMC Financial Group | 1.29% | 1.31% | #2 | $665,783 | 25,030 | $669,780 | 25,004 | +26+0.10% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | <0.01% | — | #4 | $317,458 | 12,016 | $0 | 0 | +12,016 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #6 | $32,078 | 1,206 | $38,600 | 1,441 | -235-16.31% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | — | #7 | $10,000 | 391 | $0 | 0 | +391 | New Buy | |
| IFP Advisors, Inc | <0.01% | — | #5 | $2,474 | 93 | $0 | 0 | +93 | New Buy |
