| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 1.23% | 1.11% | #1 | $8.7M | 317,788 | $4.4M | 164,998 | +152,790+92.60% | Add | |
| Keystone Financial Group | 0.22% | 0.26% | #3 | $4.0M | 145,679 | $4.0M | 145,462 | +217+0.15% | Add | |
| NBT BANK, N.A. | 0.01% | — | #4 | $101,430 | 3,718 | $0 | 0 | +3,718 | New Buy | |
| Transce3nd, LLC | 0.23% | 0.33% | #2 | $25,974 | 943 | $36,750 | 1,379 | -436-31.62% | Reduce | |
| Oakworth Capital, Inc. | <0.01% | — | #5 | $11,289 | 414 | $0 | 0 | +414 | New Buy |
