| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.37% | 0.37% | #1 | $1.8M | 76,164 | $1.6M | 72,875 | +3,289+4.51% | Add | |
| Vermillion Wealth Management, Inc. | 0.05% | — | #2 | $217,104 | 9,215 | $0 | 0 | +9,215 | New Buy | |
| NBT BANK, N.A. | 0.01% | — | #3 | $155,168 | 6,586 | $0 | 0 | +6,586 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #4 | $12,724 | 540 | $0 | 0 | +540 | New Buy |
