| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC | 0.57% | 0.57% | #1 | $4.6M | 425,442 | $4.6M | 425,442 | 00.00% | Unchanged | |
| NBT BANK, N.A. | 0.09% | — | #2 | $1.4M | 129,595 | $0 | 0 | +129,595 | New Buy |
