| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NBT BANK, N.A. | 0.01% | — | #3 | $176,760 | 1,991 | $0 | 0 | +1,991 | New Buy | |
| KELLEHER FINANCIAL ADVISORS | 0.01% | 0.02% | #2 | $94,905 | 1,069 | $61,086 | 817 | +252+30.84% | Add | |
| Transce3nd, LLC | 0.05% | 0.04% | #1 | $5,169 | 60 | $4,494 | 61 | -1-1.64% | Reduce |