| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.02% | 0.03% | #2 | $159,871 | 14,198 | $105,946 | 9,367 | +4,831+51.57% | Add | |
| NBT BANK, N.A. | 0.01% | — | #3 | $108,353 | 9,623 | $0 | 0 | +9,623 | New Buy | |
| Transce3nd, LLC | 0.08% | 0.08% | #1 | $9,149 | 818 | $9,154 | 810 | +8+0.99% | Add | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #4 | $1,311 | 116 | $0 | 0 | +116 | New Buy |