| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.07% | 0.02% | #1 | $336,925 | 11,508 | $102,000 | 3,872 | +7,636+197.21% | Add | |
| NBT BANK, N.A. | <0.01% | — | #3 | $15,528 | 530 | $0 | 0 | +530 | New Buy | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #2 | $8,543 | 292 | $0 | 0 | +292 | New Buy |
