| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WOODSTOCK CORP | 0.02% | 0.04% | #1 | $203,241 | 5,493 | $402,030 | 5,493 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.02% | 0.03% | #2 | $73,170 | 1,997 | $146,000 | 1,997 | 00.00% | Unchanged | |
| Capital Advisor Network LLC | <0.01% | — | #3 | $403 | 11 | $0 | 0 | +11 | New Buy |