| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.07% | 0.07% | #1 | $329,865 | 7,315 | $300,000 | 7,144 | +171+2.39% | Add | |
| Westside Investment Management, Inc. | 0.01% | 0.01% | #2 | $77,690 | 1,723 | $73,141 | 1,723 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | 0.01% | — | #3 | $58,307 | 1,293 | $0 | 0 | +1,293 | New Buy |