| 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% | #2 | $291,298 | 14,832 | $267,397 | 14,572 | +260+1.78% | Add | |
| Coston, McIsaac & Partners | 0.02% | — | #1 | $114,795 | 5,845 | $0 | 0 | +5,845 | New Buy | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #3 | $41,577 | 2,073 | $0 | 0 | +2,073 | New Buy |
