| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 0.52% | 0.5% | #1 | $3.7M | 89,888 | $2.0M | 53,109 | +36,779+69.25% | Add | |
| Vermillion Wealth Management, Inc. | 0.03% | — | #2 | $106,793 | 2,604 | $0 | 0 | +2,604 | New Buy | |
| Coston, McIsaac & Partners | 0.01% | 0.01% | #3 | $34,367 | 838 | $30,000 | 835 | +3+0.36% | Add |