| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.74% | 0.65% | #1 | $5.2M | 63,774 | $2.6M | 32,960 | +30,814+93.49% | Add | |
| Mengis Capital Management, Inc. | 0.03% | 0.06% | #2 | $223,729 | 2,731 | $212,017 | 2,730 | +1+0.04% | Add | |
| Vermillion Wealth Management, Inc. | 0.02% | — | #3 | $101,726 | 1,242 | $0 | 0 | +1,242 | New Buy |