| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.03% | 0.02% | #1 | $205,697 | 6,568 | $96,412 | 3,284 | +3,284+100.00% | Add | |
| Oakworth Capital, Inc. | <0.01% | — | #3 | $24,255 | 762 | $0 | 0 | +762 | New Buy | |
| Financial Gravity Companies, Inc. | <0.01% | — | #2 | $18,172 | 580 | $0 | 0 | +580 | New Buy |