| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 1.03% | 1.05% | #1 | $7.2M | 106,005 | $4.2M | 69,894 | +36,111+51.67% | Add | |
| Ethos Financial Group, LLC | 0.01% | — | #2 | $214,108 | 3,230 | $0 | 0 | +3,230 | New Buy |
