| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| eCIO, Inc. | 4.17% | — | #1 | $14.8M | 894,938 | $0 | 0 | +894,938 | New Buy | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 0.21% | 0.29% | #2 | $921,135 | 55,524 | $780,507 | 53,569 | +1,955+3.65% | Add | |
| Vermillion Wealth Management, Inc. | 0.01% | — | #3 | $31,866 | 1,921 | $0 | 0 | +1,921 | New Buy |