| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 4.01% | 3.96% | #1 | $19.5M | 439,939 | $16.9M | 428,686 | +11,253+2.62% | Add | |
| NBT BANK, N.A. | 0.07% | — | #2 | $1.1M | 24,644 | $0 | 0 | +24,644 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #3 | $37,545 | 847 | $0 | 0 | +847 | New Buy |
