| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 0.14% | 0.16% | #2 | $682,770 | 65,509 | $670,000 | 64,327 | +1,182+1.84% | Add | |
| Transce3nd, LLC | 0.19% | 0.19% | #1 | $21,731 | 2,085 | $21,457 | 2,059 | +26+1.26% | Add | |
| Vermillion Wealth Management, Inc. | <0.01% | — | #3 | $4,917 | 471 | $0 | 0 | +471 | New Buy |