| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 0.02% | 0.02% | #1 | $298,215 | 3,726 | $255,735 | 3,726 | 00.00% | Unchanged | |
| Coston, McIsaac & Partners | <0.01% | — | #2 | $71 | 790 | $0 | 0 | +790 | New Buy |
