| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.03% | 0.03% | #1 | $142,218 | 3,838 | $121,000 | 3,830 | +8+0.21% | Add | |
| NBT BANK, N.A. | 0.01% | — | #2 | $83,189 | 2,245 | $0 | 0 | +2,245 | New Buy |
