| 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% | — | #1 | $101,718 | 5,182 | $0 | 0 | +5,182 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $6,403 | 326 | $0 | 0 | +326 | New Buy |
