| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 0.37% | 0.37% | #1 | $6.3M | 250,897 | $5.8M | 230,669 | +20,228+8.77% | Add | |
| Integrity Wealth Solutions LLC | 0.15% | 0.16% | #2 | $407,407 | 16,189 | $400,938 | 15,903 | +286+1.80% | Add | |
| Blue Trust, Inc. | <0.01% | — | #3 | $16,684 | 663 | $0 | 0 | +663 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #4 | $12,482 | 496 | $0 | 0 | +496 | New Buy | |
| UBS Group AG | <0.01% | — | #5 | $1,158 | 46 | $0 | 0 | +46 | New Buy |
