| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 0.73% | — | #1 | $3.1M | 62,518 | $0 | 0 | +62,518 | New Buy | |
| Diversified Trust Co | 0.02% | 0.02% | #4 | $1.5M | 30,182 | $1.3M | 30,182 | 00.00% | Unchanged | |
| Westside Investment Management, Inc. | 0.03% | 0.03% | #3 | $205,252 | 4,124 | $180,137 | 4,124 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | 0.03% | 0.03% | #2 | $138,162 | 2,776 | $120,000 | 2,775 | +1+0.04% | Add | |
| Oakworth Capital, Inc. | 0.01% | 0.01% | #6 | $106,117 | 2,136 | $117,682 | 2,717 | -581-21.38% | Reduce | |
| NBT BANK, N.A. | 0.01% | — | #5 | $91,934 | 1,847 | $0 | 0 | +1,847 | New Buy |
