| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Wealth Intelligence, LLC | 2.78% | 2.31% | #1 | $6.0M | 229,882 | $4.8M | 226,035 | +3,847+1.70% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | — | #4 | $283,454 | 10,883 | $0 | 0 | +10,883 | New Buy | |
| Philadelphia Investment Partners, LLC | 0.09% | 0.08% | #2 | $138,886 | 5,332 | $118,244 | 5,563 | -231-4.15% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #5 | $26,180 | 1,005 | $4,357 | 205 | +800+390.24% | Add | |
| Advisors Asset Management, Inc. | <0.01% | <0.01% | #3 | $16,122 | 619 | $16,089 | 757 | -138-18.23% | Reduce |
