| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Ascentis Independent Advisors | <0.01% | <0.01% | #1 | $4,530 | 705 | $7,743 | 1,205 | -500-41.49% | Reduce | |
| JACOBS & CO/CA | <0.01% | — | #2 | $440 | 73,755 | $0 | 0 | +73,755 | New Buy |
