| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | <0.01% | — | #4 | $128,238 | 9,570 | $0 | 0 | +9,570 | New Buy | |
| Tower Research Capital LLC (TRC) | <0.01% | — | #3 | $1,059 | 79 | $0 | 0 | +79 | New Buy | |
| Physician Wealth Advisors, Inc. | <0.01% | — | #2 | $965 | 72 | $0 | 0 | +72 | New Buy | |
| OSAIC HOLDINGS, INC. | <0.01% | — | #5 | $482 | 36 | $0 | 0 | +36 | New Buy | |
| Cornerstone Financial Management LLC | <0.01% | — | #1 | $456 | 34 | $0 | 0 | +34 | New Buy | |
| MORGAN STANLEY | <0.01% | — | #6 | $281 | 21 | $0 | 0 | +21 | New Buy |