| 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% | — | #2 | $25,167 | 938 | $0 | 0 | +938 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #1 | $19,809 | 739 | $0 | 0 | +739 | New Buy |
